Premier Mass Affluent Banker & Wealth Advisor

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

Benefits offered by this job

Medical and prescription coverage

Dental and vision insurance

401(k) with company match

Pension and stock purchase plans

Life insurance

Short/long-term disability protections

Dependent care reimbursement

Educational assistance

Wellness program

Generous paid time off

Job summary

PNC Financial Services Group, Inc. in Holmdel, New Jersey, is seeking a Premier Client Banker within Wealth Management to lead Mass Affluent client acquisition, retention and revenue growth.

This in-office role collaborates with cross-functional partners and ecosystem experts to deliver tailored financial solutions and an extraordinary client experience. The position emphasizes proactive relationship management, needs-based selling, and a strong focus on risk management and profitability across

Qualifications

• Bachelor's degree required with financial services knowledge.
• FINRA Series 7 and 66 preferred; Life and Health Insurance preferred.
• In-office role based in Holmdel, NJ; PNC will not sponsor employment visas.
• Certifications or other licenses may be desired but not required.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention and generate revenue.
• Proactively generate leads and client appointments; leverage consultative skills and bank product knowledge.
• Build internal partnerships to drive new revenue and growth; manage risk and profitability across the client portfolio.
• Serve as quarterback for ecosystem partners, coordinating experts for an exceptional client experience.
• Deliver proactive service and tailored solutions to meet client goals and expand wallet share.

Skills

Banking Products

Business Acumen

Collaboration

Customer Experience

Customer Retention

Decision Making

Effective Communications

Relationship Management

Sales

Education

Bachelor's degree (Required)

Job description

PNC Financial Services Group, Inc. in Holmdel, New Jersey, is seeking a Premier Client Banker within Wealth Management to lead Mass Affluent client acquisition, retention and revenue growth.

This in-office role collaborates with cross-functional partners and ecosystem experts to deliver tailored financial solutions and an extraordinary client experience. The position emphasizes proactive relationship management, needs-based selling, and a strong focus on risk management and profitability across