Premier Mass Affluent Banker & Advisor

Fairygodboss; Clarks Summit (Lackawanna County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision

401(k) with match

Pension and stock purchase plans

Educational assistance

Wellness program

Generous PTO

Job summary

PNC is seeking a Premier Client Banker in Clarks Summit, PA to drive Mass Affluent client acquisition and deepen relationships within Wealth Management. You will collaborate with ecosystem partners and a PNC Financial Advisor to deliver tailored financial solutions.

This role emphasizes proactive relationship management, risk awareness, and a high standard of service, with opportunities to influence client outcomes and grow share of wallet across the portfolio.

Qualifications

• Successful candidates typically hold 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.
• FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for revenue and deepening share of wallet with new and existing clients.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth.
• Manages risk and maximizes profitability for entire portfolio of clients; delivers a differentiated client experience from acquisition through onboarding and servicing.
• Owns client relationship and holds team accountable for deliverables; collaborates with ecosystem partners to deliver financial wellness solutions.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making

Effective Communications

Managing Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree

Job description

PNC is seeking a Premier Client Banker in Clarks Summit, PA to drive Mass Affluent client acquisition and deepen relationships within Wealth Management. You will collaborate with ecosystem partners and a PNC Financial Advisor to deliver tailored financial solutions.

This role emphasizes proactive relationship management, risk awareness, and a high standard of service, with opportunities to influence client outcomes and grow share of wallet across the portfolio.