Mass Affluent Wealth Banker & Relationship Leader

PNC Financial Services Group, Inc.; Westfield (NJ); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability insurance

401(k) with match

Pension and stock plans

Dependent care reimbursement

Back-up care

Educational assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. is hiring a Premier Client Banker in Westfield, NJ within the Wealth Management organization.

The role centers on proactive acquisition and retention of Mass Affluent clients, leveraging a consultative approach to grow share of wallet and revenue. You will manage client relationships from onboarding through servicing, coordinating with banking and investment partners to deliver tailored solutions.

Qualifications

• Knowledge of banking products and services for mass affluent clients.
• Experience in proactive client acquisition and servicing.

Responsibilities

• Develop and execute strategies to acquire Mass Affluent clients.
• Manage leads and client appointments to grow share of wallet.
• Coordinate with ecosystem partners to deliver tailored solutions.

Skills

Banking products

Business acumen

Collaboration

Customer experience management

Customer retention

Decision making

Effective communications

Managing priorities

Relationship management

Selling

Education

Bachelor's degree

FINRA Series 7/66

Tools

None

Job description

PNC Financial Services Group, Inc. is hiring a Premier Client Banker in Westfield, NJ within the Wealth Management organization.

The role centers on proactive acquisition and retention of Mass Affluent clients, leveraging a consultative approach to grow share of wallet and revenue. You will manage client relationships from onboarding through servicing, coordinating with banking and investment partners to deliver tailored solutions.