Mass Affluent Banking & Wealth Advisor

PNC Financial Services Group, Inc.; Bexley (OH); On-site; USD 64,000 - 106,000; Full time

Job summary

PNC Financial Services Group, Inc. in Columbus, OH seeks a Premier Client Banker to drive Mass Affluent client acquisition and retention.

You will proactively generate leads and manage appointments, leveraging banking products and advisory capabilities to grow share of wallet. You will coordinate with PNC Wealth Management ecosystem partners, deliver tailored financial wellness solutions, and maintain a high-touch client experience from onboarding through servicing.

Qualifications

• Competencies include Banking Products, Business Acumen, and Relationship Management.
• 3+ years of relevant experience in financial services or banking.
• Bachelor's degree required; FINRA licenses and life/health insurance preferred.

Responsibilities

• Develop and execute Mass Affluent client acquisition and retention strategies.
• Generate leads and client appointments; leverage needs-based consultative sales.
• Collaborate with ecosystem partners to drive revenue and growth.
• Manage risk and profitability for the client portfolio; ensure onboarding excellence.

Skills

Banking Products

Business Acumen

Customer Experience

Relationship Management

Sales Ability

Communication Skills

Critical Thinking

Multitasking

Education

Bachelor's Degree

Job description

PNC Financial Services Group, Inc. in Columbus, OH seeks a Premier Client Banker to drive Mass Affluent client acquisition and retention.

You will proactively generate leads and manage appointments, leveraging banking products and advisory capabilities to grow share of wallet. You will coordinate with PNC Wealth Management ecosystem partners, deliver tailored financial wellness solutions, and maintain a high-touch client experience from onboarding through servicing.