Premier Wealth Banker – Mass Affluent Banking & Planning

PNC; Mechanicsburg (Cumberland County); On-site; USD 70,000 - 100,000; Full time

Job summary

PNC is seeking a Premier Client Banker to join the Wealth Management team in Mechanicsburg, PA. Based in Mechanicsburg, you will drive Mass Affluent client acquisition, outreach, and retention, managing leads and appointments while leveraging bank products and services to grow share of wallet.

You will collaborate with ecosystem partners to deliver tailored financial solutions, respond to client needs with proactive service, and support onboarding and ongoing relationship management.

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree required.
• FINRA Series 7, 66 preferred; Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention to generate revenue.
• Proactively generate and manage leads and client appointments.
• Serve as quarterback for ecosystem partners to ensure exceptional client experience in every interaction.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience

Relationship Management

Selling

Education

Bachelor's degree

FINRA Series 7, 66

Life and Health Insurance

Job description

PNC is seeking a Premier Client Banker to join the Wealth Management team in Mechanicsburg, PA. Based in Mechanicsburg, you will drive Mass Affluent client acquisition, outreach, and retention, managing leads and appointments while leveraging bank products and services to grow share of wallet.

You will collaborate with ecosystem partners to deliver tailored financial solutions, respond to client needs with proactive service, and support onboarding and ongoing relationship management.