Premier Wealth Banker for Mass Affluent Clients

Pittsburgh Tomorrow

Mechanicsburg (Cumberland County)

On-site

USD 75,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance
401(k) with match
Paid holidays

Job summary

PNC, a leading financial services company, seeks a Premier Client Banker to drive Mass Affluent client acquisition and retention in Mechanicsburg, PA. You will build goals around share of wallet, lead generation, and partnerships with banking and investment teams.

You will manage client relationships from acquisition through onboarding, delivering financial wellness and tailored solutions while ensuring risk controls and regulatory compliance.

Qualifications

  • Proven ability to develop strategies to drive mass affluent client acquisition and retention.
  • Experience leveraging needs-based and consultative sales approaches.
  • Strong relationship management and cross-functional collaboration.

Responsibilities

  • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
  • Manage leads and client appointments, and deepen share of wallet with new and existing clients.
  • Collaborate with ecosystem partners to deliver the Mass Affluent Advice and Planning value proposition.

Skills

Mass Affluent sales
Lead generation
Relationship management
Financial product knowledge

Education

Bachelor's degree (Required)

Job description

PNC, a leading financial services company, seeks a Premier Client Banker to drive Mass Affluent client acquisition and retention in Mechanicsburg, PA. You will build goals around share of wallet, lead generation, and partnerships with banking and investment teams.

You will manage client relationships from acquisition through onboarding, delivering financial wellness and tailored solutions while ensuring risk controls and regulatory compliance.

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