Mass Affluent Banker & Relationship Builder

PNC Financial Services Group, Inc.

Colorado

On-site

USD 70,000 - 117,000

Full time

2 days ago
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Benefits offered by this job

Medical coverage
Dental and vision options
401(k) with PNC match
Life insurance
Short and long-term disability

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in the Wealth Management division based in Littleton, CO. You will drive Mass Affluent client acquisition, manage leads and appointments, and develop tailored solutions to grow share of wallet with both new and existing clients.

The role emphasizes proactive relationship management, cross-functional collaboration with ecosystem partners, and delivering Financial Wellness through tailored planning and services.

Qualifications

  • Experience with banking products, customer relationship management, and cross-functional collaboration.
  • 3+ years of relevant industry experience; certifications often desired.
  • In lieu of a degree, a comparable mix of education, certifications, and military service may be considered.

Responsibilities

  • Develops and executes strategies to drive Mass Affluent client acquisition, outreach and retention.
  • Proactively generate and manage leads and client appointments.
  • Leverages needs-based consultative skills and bank products to grow share of wallet.
  • Builds internal partnerships to drive revenue, acquisition and growth.
  • Manages risk and profitability for the client portfolio.
  • Delivers a differentiated client experience from acquisition through servicing.

Skills

Banking Products
Business Acumen
Collaborating
Customer Experience Management
Customer Retention
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Products and Services
Relationship Management
Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker in the Wealth Management division based in Littleton, CO. You will drive Mass Affluent client acquisition, manage leads and appointments, and develop tailored solutions to grow share of wallet with both new and existing clients.

The role emphasizes proactive relationship management, cross-functional collaboration with ecosystem partners, and delivering Financial Wellness through tailored planning and services.

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