Premier Client Banker: Wealth Management Pro

PNC Financial Services Group, Inc.; Mayfield Heights (OH); On-site; USD 63,750 - 106,250; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401(k) with match

Paid holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in its Wealth Management division in Mayfield Heights, OH.

This in-office role focuses on driving Mass Affluent client acquisition, retention, and revenue growth through consultative conversations, strong relationship management, and cross-functional collaboration. The position emphasizes proactive lead generation, ecosystem partnership, and delivering tailored financial wellness solutions while maintaining robust client

Qualifications

• University degree required.
• 3+ years of relevant or direct industry experience.
• FINRA Series 7, 66 preferred; Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate and manage leads and client appointments.
• Leverage needs-based consultative skills to grow share of wallet.
• Maintain proactive and accurate sales/relationship management tasks.
• Serve as quarterback for ecosystem partners to ensure exceptional client experiences.

Skills

Banking products

Customer experience management

Relationship management

Selling

Team collaboration

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in its Wealth Management division in Mayfield Heights, OH.

This in-office role focuses on driving Mass Affluent client acquisition, retention, and revenue growth through consultative conversations, strong relationship management, and cross-functional collaboration. The position emphasizes proactive lead generation, ecosystem partnership, and delivering tailored financial wellness solutions while maintaining robust client