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PNC Financial Services

Runs a national bank for people and businesses

Premier Client Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USANo salary listed

About the Job

Requirements

  • Roles at this level typically require a university or college degree and 3 or more years of relevant or direct industry experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities in banking products, business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communications, managing multiple priorities, products and services, relationship management, and selling.
  • FINRA Series 7 and Series 66, or Series 63 and 65, are preferred; Life and Health Insurance licenses are preferred.
  • Candidates considered for the position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet with new and existing clients.
  • Generate and manage leads and client appointments; use needs-based and consultative conversations, experience, and knowledge of bank products and services to grow share of wallet and attract new Mass Affluent households.
  • Develop and maintain internal partnerships to drive new revenue, acquisition, and growth.
  • Manage risk and maximize profitability for the entire client portfolio.
  • Deliver a differentiated client experience from acquisition through onboarding and servicing, and maintain proactive, timely, accurate, and complete sales and client relationship management administration tasks as determined by the business.
  • Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
  • Serve as the quarterback for ecosystem partners by bringing in experts based on identified needs and ensuring an exceptional experience in every interaction.
  • Deliver financial wellness by proactively suggesting tailored solutions aligned with client needs.
  • Use client insights and sales tools to create actionable sales strategies and tactics, identify sales opportunities, convert them, and deliver an exceptional client experience.
  • Achieve business results through leadership of and productive collaboration with ecosystem partners; develop ecosystem leadership inside and outside the branch as a Center of Influence.
  • Own the client relationship and hold the team accountable for deliverables; own client penetration goals with ecosystem partners.
  • Deliver the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor.
  • Build client commitment and advocacy by delivering proactive and responsive service to meet client goals.
  • Differentiate the client experience through advanced relationship-building and conversation skills, using advanced and progressive knowledge of business segment capabilities and offerings.
  • Apply customer-focused practices by treating customer needs and satisfaction as primary considerations and using that information to create customized customer solutions.
  • Assess and manage risks associated with business objectives and activities to adhere to and support PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Certifications are often desired.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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