Mass Affluent Wealth Banker & Relationship Leader

PNC; Doylestown (Bucks County); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with company match

Paid time off and holidays

Job summary

PNC is seeking a Premier Client Banker within Wealth Management to drive acquisition, retention, and client experience in Doylestown, PA. The role emphasizes collaboration with ecosystem partners, proactive lead generation, and delivering tailored financial solutions to mass affluent clients.

Responsibilities include cross-functional coordination, risk management, and delivering a differentiated client experience from onboarding to servicing, with a focus on growth and share of wallet.

Qualifications

• Competencies include Banking Products, Business Acumen, Collaboration, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
• Roles typically require a university/college degree with 3+ years of relevant industry experience; certifications are often desired.
• In lieu of a degree, a comparable combination of education and experience may be considered.
• Licenses/certifications include FINRA Series 7 and 66 (or 63 & 65) with Life and Health Insurance requirements.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet.
• Build internal partnerships to drive revenue and growth; manage risk and profitability for the client portfolio; ensure a differentiated client experience.
• Lead ecosystem partnerships and quarterback for experts to deliver tailored Financial Wellness solutions.
• Deliver Mass Affluent Advice and Planning through Banking and Investing partnerships with a PNC Financial Advisor.

Skills

Banking products

Business acumen

Collaboration

Customer experience

Customer retention

Decision making

Communication

Multitasking

Relationship management

Sales

Education

Bachelor's degree

Job description

PNC is seeking a Premier Client Banker within Wealth Management to drive acquisition, retention, and client experience in Doylestown, PA. The role emphasizes collaboration with ecosystem partners, proactive lead generation, and delivering tailored financial solutions to mass affluent clients.

Responsibilities include cross-functional coordination, risk management, and delivering a differentiated client experience from onboarding to servicing, with a focus on growth and share of wallet.