Premier Client Banker

PNC

Premier Client Banker driving Mass Affluent acquisition, retention, and revenue for PNC Wealth Management. Delivering tailored financial wellness through Banking and Investing partnerships.

Posted 9/10/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client acquisition, relationship management, and delivering tailored financial solutions to Mass Affluent clients. Proficient in utilizing consultative sales techniques and managing client portfolios to maximize profitability and enhance customer experience.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66Life and Health Insurance LicenseCustomer Experience ManagementRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Banking Products KnowledgeBusiness AcumenSelling SkillsDecision MakingCritical Thinking

Soft Skills

Effective CommunicationsManaging Multiple Priorities

Tools & Technologies

Sales ToolsClient Relationship Management

Certifications & Qualifications

FINRA Series 7FINRA Series 66Life and Health Insurance License

Industry Keywords

Mass Affluent Client AcquisitionClient RetentionFinancial WellnessEcosystem PartnershipsFDIA Section 19 Compliance

About the role

Key responsibilities & impact

Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention
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 to position bank products and services
Develop and maintain internal partnerships to drive revenue, acquisition, and growth
Manage risk and maximize profitability across the client portfolio
Deliver a differentiated client experience from acquisition through onboarding and servicing
Maintain accurate and complete sales/client relationship management administration
Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
Serve as quarterback for ecosystem partners and bring in experts based on client needs
Deliver Financial Wellness through tailored solutions
Use client insights and sales tools to identify and convert sales opportunities
Lead and collaborate with ecosystem partners inside and outside the branch
Own client relationships, client penetration goals, and team deliverables
Deliver the Mass Affluent Advice and Planning value proposition through a Banking and Investing partnership with a PNC Financial Advisor
Provide proactive, responsive service aligned with client goals
Build relationships and conversations that differentiate the client experience

Requirements

What you’ll need

University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
3+ years of relevant/direct industry experience
Bachelor's degree stated in the education requirements
FINRA Series 7 and Series 66, or Series 63 and 65, required
Life and Health Insurance license required
Appropriate knowledge, skills, and abilities for the role
Banking products knowledge
Business acumen
Customer experience management
Customer retention
Decision making and critical thinking
Effective communications
Managing multiple priorities
Products and services knowledge
Relationship management
Selling skills
Must meet applicable FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Inclusive and accessible workplace
Reasonable accommodations for applicants and qualified individuals with disabilities