Premier Mass Affluent Banker & Relationship Lead

PNC Financial Services Group, Inc.; Chandler (AZ); On-site; USD 60,000 - 110,000; Full time

Job summary

PNC Financial Services Group, Inc. in Chandler, AZ is seeking an experienced Premier Client Banker to drive Mass Affluent client acquisition and retention.

You will lead proactive outreach, manage client appointments, and leverage bank products to grow share of wallet while coordinating with a wide ecosystem of partners. You will own the client relationship from onboarding to servicing, deliver tailored financial wellness solutions, and collaborate with PNC Advisors and branches to exceed

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree is required.
• 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 purposes of generating revenue and deepening share of wallet with new and existing clients.
• Proactively generate and manage leads and client appointments.
• Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
• 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 in all elements of the relationship, from acquisition through onboarding and servicing.
• Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
• Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction.
• Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
• Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
• Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
• Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI).
• Own the client relationship and holds team accountable for deliverables.
• Owns client penetration goals with Eco-system partners.
• Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Differentiates client experience through advanced relationship building and conversation skills.
• Has advanced and progressive knowledge of business segment capabilities and offerings.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Chandler, AZ is seeking an experienced Premier Client Banker to drive Mass Affluent client acquisition and retention.

You will lead proactive outreach, manage client appointments, and leverage bank products to grow share of wallet while coordinating with a wide ecosystem of partners. You will own the client relationship from onboarding to servicing, deliver tailored financial wellness solutions, and collaborate with PNC Advisors and branches to exceed