Mass Affluent Relationship Banker

PNC; Morristown (NJ); Presencial; USD 77 000 - 128 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Wellness program

Resumo da oferta

PNC is seeking a Premier Client Banker in Morristown, New Jersey to lead Mass Affluent client acquisition, retention, and relationship management within our Wealth Management organization. Based in-office, you will partner with a wide ecosystem including financial advisors to deliver tailored solutions and grow share of wallet while ensuring exceptional client experiences.

You will leverage deep knowledge of banking products, licenses, and risk management to drive revenue and maintain compliant,

Qualificações

• Bachelor's degree required.
• Certifications are often desired; in lieu of a degree, a comparable combination of education and experience may be considered.
• FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred. Candidates may be subject to background checks.

Responsabilidades

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet.
• Leverage client insights and sales tools to translate into actionable strategies and successfully convert opportunities.
• Lead collaboration with ecosystem partners and deliver Mass Affluent Advice and Planning through Banking and Investing partnerships.
• Deliver proactive and responsive service to meet client goals and differentiate client experience.

Conhecimentos

Customer relationship management

Sales strategy development

Communication

Team collaboration

Regulatory knowledge

Formação académica

Bachelor's degree (Required)

Descrição da oferta de emprego

PNC is seeking a Premier Client Banker in Morristown, New Jersey to lead Mass Affluent client acquisition, retention, and relationship management within our Wealth Management organization. Based in-office, you will partner with a wide ecosystem including financial advisors to deliver tailored solutions and grow share of wallet while ensuring exceptional client experiences.

You will leverage deep knowledge of banking products, licenses, and risk management to drive revenue and maintain compliant,