Premier Mass Affluent Banker | Wealth Management

PNC Financial Services Group, Inc.; Yardley (Bucks County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

PNC Financial Services Group, Inc. in Yardley, PA is seeking a Premier Client Banker in Wealth Management to develop strategies for Mass Affluent client acquisition, retention, and portfolio growth.

You will lead outreach, manage client appointments, and collaborate with ecosystem partners to deliver tailored financial solutions. You will build trusted relationships, drive revenue growth, and ensure a best-in-class client experience through proactive service, risk management, and thorough

Qualifications

• Bachelor's degree required.
• 3+ years of relevant / direct industry experience.
• FINRA licenses (7/66 or 63/65) preferred and background checks may apply.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet.
• Build internal partnerships to drive revenue and growth; deliver a differentiated client experience through the relationship lifecycle.
• Own client relationships, lead ecosystem partnerships, and deliver Mass Affluent Advice and Planning through Banking and Investing partnerships.

Skills

Relationship management

Sales skills

Client acquisition

Customer service

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Yardley, PA is seeking a Premier Client Banker in Wealth Management to develop strategies for Mass Affluent client acquisition, retention, and portfolio growth.

You will lead outreach, manage client appointments, and collaborate with ecosystem partners to deliver tailored financial solutions. You will build trusted relationships, drive revenue growth, and ensure a best-in-class client experience through proactive service, risk management, and thorough