Premier Mass Affluent Relationship Banker

PNC Financial Services Group, Inc.

Glendale (CA)

On-site

USD 60,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Medical coverage
401(k) with match
Paid time off

Job summary

PNC Financial Services Group, Inc. in Indianapolis, IN, is seeking a Premier Client Banker to drive Mass Affluent client acquisition and deepen wallet share.

You will proactively generate leads, manage client appointments, and build strong relationships across the banking and investing ecosystem to deliver tailored solutions and an exceptional client experience. The role emphasizes collaboration with ecosystem partners, proactive financial wellness guidance, and adherence to risk and

Qualifications

  • Bachelor's degree required or equivalent experience.
  • FINRA licenses (7, 66 or 63/65) preferred.

Responsibilities

  • Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention.
  • Proactively generate and manage leads and client appointments.
  • Leverage needs-based consultative skills and bank products to grow share of wallet.
  • Serve as quarterback for ecosystem partners to ensure an exceptional client experience.

Skills

Banking products
Relationship mgmt
Mass affluent
Lead generation
Financial wellness
Communication
Collaboration

Education

Bachelor's degree

Tools

CRM systems
Sales tools

Job description

PNC Financial Services Group, Inc. in Indianapolis, IN, is seeking a Premier Client Banker to drive Mass Affluent client acquisition and deepen wallet share.

You will proactively generate leads, manage client appointments, and build strong relationships across the banking and investing ecosystem to deliver tailored solutions and an exceptional client experience. The role emphasizes collaboration with ecosystem partners, proactive financial wellness guidance, and adherence to risk and

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