Mass Affluent Wealth Banker & Relationship Architect

PNC; Akron (OH); On-site; USD 63,750 - 106,250; Full time

Job summary

PNC in Akron, OH is seeking a Premier Client Banker to drive mass affluent client engagement, acquisition and retention within Wealth Management. You will leverage consultative skills and bank products to deepen client relationships and grow share of wallet.

The role emphasizes collaboration with ecosystem partners, providing proactive service and delivering financial wellness, while meeting regulatory and risk requirements.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant / direct industry experience. Certifications are often desired.
• Licenses: FINRA Series 7, 66 (or 63 & 65) and Life and Health Insurance required.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for revenue growth.
• Proactively generate and manage leads and client appointments using consultative sales skills.
• Collaborate with ecosystem partners to drive revenue, manage risk and deliver a differentiated client experience.
• Own client relationships and penetration goals with ecosystem partners, delivering Mass Affluent Advice and Planning with Banking and Investing partnerships.
• Deliver proactive service and advanced relationship building to meet client goals and expand share of wallet.

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 in Akron, OH is seeking a Premier Client Banker to drive mass affluent client engagement, acquisition and retention within Wealth Management. You will leverage consultative skills and bank products to deepen client relationships and grow share of wallet.

The role emphasizes collaboration with ecosystem partners, providing proactive service and delivering financial wellness, while meeting regulatory and risk requirements.