Private Client Banker

Private Client Banker

Job Overview:

As a Private Client Banker at PNC, you will be responsible for delivering high-quality customer service, assisting clients with financial transactions, and supporting overall branch operations. This role emphasizes building strong customer relationships, enhancing financial well-being, and identifying opportunities to offer appropriate banking products and services.

Benefits:

• Medical, dental, and vision insurance coverage.
• Life insurance protection.
• Short-term and long-term disability coverage.
• 401(k) retirement plan with company matching, pension options, and employee stock purchase opportunities.
• Dependent care reimbursement accounts for eligible childcare and eldercare expenses using pre-tax income.
• Backup care services for children and older adults.
• Adoption, surrogacy, and doula reimbursement support programs.
• Educational assistance programs, including fully funded learning opportunities.
• Wellness programs offering financial incentives for healthy participation.
• Paid time off and other leave benefits.

Key Responsibilities:

• Provide a tailored customer experience focused on improving financial wellness and strengthening client relationships.
• Manage a variety of customer transactions accurately and efficiently.
• Guide customers in exploring suitable options for handling their financial needs.
• Identify opportunities within customer interactions and refer them to appropriate branch specialists.
• Encourage participation in branch programs, events, and meaningful customer engagements.
• Customize PNC products and services based on individual customer requirements.
• Recognize sales opportunities and connect clients with the appropriate team members for further relationship development.
• Educate customers on digital banking tools, technology options, and self-service solutions to improve financial management.
• Use product knowledge and operational procedures to effectively resolve customer issues.
• Ensure all branch and teller operations are completed accurately and in compliance with PNC policies and standards.

Preferred Skills:

• Strong accountability and ownership mindset.
• Solid understanding of banking products and services.
• Ability to build and maintain client loyalty.
• Strong customer experience (CX) focus.
• Excellent customer service and communication skills.
• Ability to identify business opportunities effectively.
• Comfort and proficiency with digital banking technologies.
• Proactive and consultative sales approach.

Qualifications:

• No prior experience is required.
• A college degree is typically not required for this role.
• A high school diploma or GED is recommended.
• Equivalent combinations of education, certifications, or relevant experience (including military background) may be considered.
• No degree, certifications, or licenses are required.

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