Mass Affluent Premier Banker – Wealth & Relationship Lead

PNC Financial Services Group, Inc.; Annapolis (MD); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

401(k) with match

Pension plan

Job summary

PNC Financial Services Group, Inc. in Annapolis, Maryland is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and deepen relationships.

This in-office role focuses on proactive outreach, appointment setting, and delivering tailored financial solutions across the client lifecycle. You will collaborate with banking and investment partners to deliver a differentiated client experience and ensure high-quality service and relationship management.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63/65) preferred.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate and manage leads and client appointments, leveraging consultative sales skills.
• Develop internal partnerships to drive revenue, acquisition and growth; manage risk and profitability.
• Own the client relationship and coordinate with ecosystem partners for exceptional service.

Skills

Banking products

Business acumen

Customer experience

Relationship management

Sales skills

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Annapolis, Maryland is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and deepen relationships.

This in-office role focuses on proactive outreach, appointment setting, and delivering tailored financial solutions across the client lifecycle. You will collaborate with banking and investment partners to deliver a differentiated client experience and ensure high-quality service and relationship management.