Mass Affluent Premier Banker – Wealth Management

PNC Bank NA; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with match

Pension plan

Stock purchase plan

Paid time off

Wellness program

Career development

Job summary

PNC is seeking a Premier Client Banker in its Wealth Management division, based in Bridgeville, PA. The role focuses on proactively acquiring Mass Affluent clients, managing appointments and partnerships to deepen wallet share and revenue.

The candidate will leverage consultative sales, banking products knowledge and ecosystem collaboration to deliver tailored financial wellness solutions. Key responsibilities include leading client relationships end-to-end, coordinating with PNC Financial

Qualifications

• Bachelor's degree required; certifications/licensing often preferred.
• FINRA Series 7, 66 (or 63 & 65) preferred.
• Life and Health Insurance preferred.
• Background checks as required by regulations.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention to generate revenue.
• Generate and manage leads and client appointments with needs-based consultative approach.
• Position products and services to grow share of wallet with new and existing clients.
• Maintain relationships with ecosystem partners and drive cross-functional collaboration.
• Deliver Financial Wellness through tailored solutions aligned with client goals.
• Own client relationships and drive penetration with ecosystem partners.

Skills

Banking products

Business acumen

Customer experience management

Customer retention

Decision making

Effective communications

Managing multiple priorities

Relationship management

Selling

Collaboration

Education

Bachelor's degree

Job description

PNC is seeking a Premier Client Banker in its Wealth Management division, based in Bridgeville, PA. The role focuses on proactively acquiring Mass Affluent clients, managing appointments and partnerships to deepen wallet share and revenue.

The candidate will leverage consultative sales, banking products knowledge and ecosystem collaboration to deliver tailored financial wellness solutions. Key responsibilities include leading client relationships end-to-end, coordinating with PNC Financial