Premier Wealth Banker: Client Growth & Advisory

PNC Financial Services Group, Inc.; Montclair (NJ); On-site; USD 76,500 - 127,500; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension plan

Stock purchase plan

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Upper Montclair, NJ to proactively acquire Mass Affluent clients, manage relationships and drive revenue across banking and investing services.

The role emphasizes consultative sales, strong relationship management, cross-functional collaboration, and delivering financial wellness through tailored solutions while partnering with PNC Financial Advisors.

Qualifications

• 3+ years of relevant experience in wealth management or banking.
• Proven ability to acquire and grow mass affluent clients.
• Strong knowledge of bank products and consultative selling.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate leads and client appointments and manage the pipeline.
• Collaborate with ecosystem partners to deliver tailored financial solutions and services.

Skills

Customer-focused

Relationship management

Sales & negotiations

Communication

Team collaboration

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Upper Montclair, NJ to proactively acquire Mass Affluent clients, manage relationships and drive revenue across banking and investing services.

The role emphasizes consultative sales, strong relationship management, cross-functional collaboration, and delivering financial wellness through tailored solutions while partnering with PNC Financial Advisors.