Premier Mass Affluent Banker & Wealth Partner

PNC Financial Services Group, Inc.; Alexandria (VA); In loco; USD 77.000 - 128.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with PNC match

Pension and stock purchase plans

Paid time off

Descrizione del lavoro

PNC Financial Services Group, Inc. in Alexandria, VA is seeking a Premier Client Banker within Wealth Management to lead Mass Affluent client acquisition, drive revenue, and deepen share of wallet through trusted relationships with new and existing clients.

You will collaborate with ecosystem partners, provide proactive financial wellness guidance, and own client relationships from onboarding to ongoing servicing, delivering tailored solutions.

Competenze

• 3+ years of relevant / direct industry experience.
• Bachelor's degree required.
• FINRA Series 7, 66 preferred; Life and Health Insurance preferred.

Mansioni

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Develop internal partnerships to drive revenue, acquisition and growth; manage risk and profitability for the portfolio.
• Leverage client insight and sales tools to translate into actionable sales strategies and tactics.
• Own the client relationship and coordinate with ecosystem partners to deliver an exceptional experience.
• Deliver proactive, responsive service to meet client goals and differentiate the client experience.

Conoscenze

Mass Affluent experience

Sales & relationship building

Strategic thinking

Cross-functional collaboration

Customer focus

Risk management

Communication

Formazione

Bachelor's degree

Strumenti

FINRA licenses

Descrizione del lavoro

PNC Financial Services Group, Inc. in Alexandria, VA is seeking a Premier Client Banker within Wealth Management to lead Mass Affluent client acquisition, drive revenue, and deepen share of wallet through trusted relationships with new and existing clients.

You will collaborate with ecosystem partners, provide proactive financial wellness guidance, and own client relationships from onboarding to ongoing servicing, delivering tailored solutions.