Premier Client Banker - Wealth Management & Growth

Fairygodboss

Sun City West (AZ)

On-site

USD 72,000 - 100,000

Full time

14 days+
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Benefits offered by this job

Health insurance
401(k) with match
Pension and stock purchase plans
Parental leave
Educational assistance

Job summary

PNC Financial Services seeks a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and engagement in Scottsdale, AZ. You will leverage consultative skills and bank products to grow share of wallet and deepen relationships with new and existing clients.

Role emphasizes cross-functional collaboration, ecosystem leadership, and delivering financial wellness solutions while maintaining strong risk management and compliance with FINRA and insurance requirements.

Qualifications

  • University degree required; 3+ years of direct industry experience.
  • FINRA Series 7 and 66 licensing typically required.
  • Life and Health Insurance licenses/requirements may apply.

Responsibilities

  • Develop and execute strategies to drive Mass Affluent client acquisition and retention, generating revenue.
  • Build partnerships to drive revenue growth and manage risk across client portfolios.
  • Deliver tailored financial wellness solutions via a Banking and Investing partnership.
  • Lead ecosystem partnerships and own client relationships to meet penetration goals.

Skills

Banking products
Business acumen
Collaborating
Customer experience
Customer retention
Decision making
Communication
Multitasking
Relationship management
Selling

Education

Bachelor's degree
FINRA Series 7
FINRA Series 66
Life and Health Insurance

Job description

PNC Financial Services seeks a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and engagement in Scottsdale, AZ. You will leverage consultative skills and bank products to grow share of wallet and deepen relationships with new and existing clients.

Role emphasizes cross-functional collaboration, ecosystem leadership, and delivering financial wellness solutions while maintaining strong risk management and compliance with FINRA and insurance requirements.

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