Mass Affluent Premier Banker – Wealth Management

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

Job summary

PNC Financial Services Group, Inc. in Cincinnati, OH seeks a Premier Client Banker within Wealth Management to proactively grow Mass Affluent relationships by acquiring, retaining, and deepening client shares with tailored banking and investment solutions.

The role emphasizes extensive client interaction, cross-functional collaboration with advisors and ecosystem partners, compliance with regulatory requirements, and delivering Financial Wellness through consultative guidance.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63 & 65) preferred. Life and Health Insurance preferred.
• Roles typically require a university/college degree with 3+ years of relevant industry experience.

Responsibilities

• Develops and executes strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients.
• Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities.
• Own the client relationship and hold team accountable for deliverables, delivering Mass Affluent Advice through Banking and Investing partnerships.
• Ensure a strong client commitment and advocacy by delivering proactive service and advanced relationship building.

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. in Cincinnati, OH seeks a Premier Client Banker within Wealth Management to proactively grow Mass Affluent relationships by acquiring, retaining, and deepening client shares with tailored banking and investment solutions.

The role emphasizes extensive client interaction, cross-functional collaboration with advisors and ecosystem partners, compliance with regulatory requirements, and delivering Financial Wellness through consultative guidance.