Premier Mass Affluent Relationship Banker

PNC Financial Services Group, Inc.

Tucson (AZ)

On-site

USD 60,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
401(k) with match
Paid holidays

Job summary

PNC Financial Services Group, Inc. in Tucson, AZ is seeking a Premier Client Banker to develop and execute strategies for Mass Affluent client acquisition and retention.

The role focuses on generating revenue through proactive lead generation, appointments, and deepening wallet share, leveraging bank products and a consultative approach. You will collaborate with internal partners to drive revenue, manage a portfolio, and deliver a differentiated client experience from onboarding through

Qualifications

  • Bachelor's degree required; certifications often desired.
  • FINRA Series 7, 66 (or 63 & 65) preferred.
  • Life and Health Insurance preferred.

Responsibilities

  • Develops strategies to acquire Mass Affluent clients and drive revenue growth.
  • Generates and manages leads and client appointments.
  • Leverages knowledge of bank products to grow share of wallet and attract new households.
  • Maintains CRM tasks and conducts relationship reviews.
  • Serves as quarterback for ecosystem partners to ensure exceptional client experiences.
  • Delivers Financial Wellness by tailoring solutions to client needs.

Skills

Banking Products
Business Acumen
Collaborating
Customer Experience Management
Customer Retention
Decision Making
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 Tucson, AZ is seeking a Premier Client Banker to develop and execute strategies for Mass Affluent client acquisition and retention.

The role focuses on generating revenue through proactive lead generation, appointments, and deepening wallet share, leveraging bank products and a consultative approach. You will collaborate with internal partners to drive revenue, manage a portfolio, and deliver a differentiated client experience from onboarding through

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