Premier Wealth Banker — In-Office Client Advocate

Fairygodboss; Frederick (MD); On-site; USD 70,000 - 117,000; Full time

Job summary

PNC in Frederick, MD is seeking a Premier Client Banker within Wealth Management to lead acquisition and growth of Mass Affluent clients. You will collaborate with Banking and Investing partners, manage the client lifecycle from onboarding to ongoing servicing, and leverage consultative selling to deepen wallet share.

You will build internal partnerships, deliver tailored financial wellness solutions, and drive revenue while maintaining strong risk and compliance practices in an in-office role

Qualifications

• Experience in mass affluent client acquisition and advisory services.
• Strong relationship management and consultative selling skills.
• Ability to collaborate with ecosystem partners to drive revenue.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Leverage needs-based consultative skills to grow share of wallet with new and existing clients.
• Coordinate with internal and ecosystem partners to deliver comprehensive solutions.
• Maintain proactive client relationship management and servicing throughout onboarding and beyond.

Skills

Mass Affluent Client Acquisition

Relationship Management

Cross-Selling

Strategic Partnerships

Education

Bachelor's degree

Job description

PNC in Frederick, MD is seeking a Premier Client Banker within Wealth Management to lead acquisition and growth of Mass Affluent clients. You will collaborate with Banking and Investing partners, manage the client lifecycle from onboarding to ongoing servicing, and leverage consultative selling to deepen wallet share.

You will build internal partnerships, deliver tailored financial wellness solutions, and drive revenue while maintaining strong risk and compliance practices in an in-office role