Mass Affluent Banker & Wealth Solutions Leader

PNC; Allison Park (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Educational assistance

Job summary

PNC is seeking a Premier Client Banker for our Wealth Management team in Allison Park, PA. You will develop strategies to attract and retain mass affluent clients, manage leads, and leverage bank products to grow share of wallet.

Collaborate with ecosystem partners, deliver proactive service, and ensure a differentiated client experience from onboarding through ongoing servicing. Requires 3+ years in banking with FINRA licenses preferred.

Qualifications

• 3+ years of relevant / direct industry experience preferred.
• Bachelor's degree required; certifications are a plus.
• FINRA licenses (Series 7, 66/63&65) preferred; background checks may apply.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet.
• Build internal partnerships to drive revenue and growth while managing risk and profitability for the client portfolio.
• Leverage client insights and sales tools to translate into actionable sales strategies and opportunities.
• Lead with ecosystem partners to deliver the Mass Affluent Advice and Planning value proposition.
• Provide proactive service to meet client goals and differentiate the client experience.

Skills

Mass Affluent

Relationship Management

Sales

Banking Products

Client Acquisition

Education

Bachelor's degree

Tools

CRM Software

Job description

PNC is seeking a Premier Client Banker for our Wealth Management team in Allison Park, PA. You will develop strategies to attract and retain mass affluent clients, manage leads, and leverage bank products to grow share of wallet.

Collaborate with ecosystem partners, deliver proactive service, and ensure a differentiated client experience from onboarding through ongoing servicing. Requires 3+ years in banking with FINRA licenses preferred.