Mass Affluent Banker — Growth & Client Advisory

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability protection

401(k) with company match

Pension and stock-purchase plans

Dependent Care Reimbursement

Back-up child/elder care

Education assistance

Wellness program with incentives

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in the Wealth Management space, based in East Ambler, Pennsylvania.

The role emphasizes proactive client acquisition, retention, and cross-functional collaboration to grow the Mass Affluent portfolio and share of wallet. Responsibilities include lead generation, appointment setting, and delivering tailored financial solutions through collaboration with PNC Advisors and ecosystem partners.

Qualifications

• Needs-based, consultative selling approach and advisory skills.
• Proven ability to generate leads, set appointments, and grow wallet share.
• Experience coordinating with ecosystem partners and internal banking/-investment teams.

Responsibilities

• Drive Mass Affluent client acquisition and retention strategies.
• Proactively generate leads, manage client appointments, and deepen relationships.
• Collaborate with ecosystem partners to deliver integrated financial solutions.
• Own the client relationship and ensure exceptional service across onboarding and servicing.

Skills

Mass Affluent

Sales

Relationship

Banking Products

Education

Bachelor's degree

Tools

CRM software

Salesforce

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in the Wealth Management space, based in East Ambler, Pennsylvania.

The role emphasizes proactive client acquisition, retention, and cross-functional collaboration to grow the Mass Affluent portfolio and share of wallet. Responsibilities include lead generation, appointment setting, and delivering tailored financial solutions through collaboration with PNC Advisors and ecosystem partners.