Premier Wealth Banker – Mass Affluent Growth

PNC Financial Services Group, Inc.; Lexington (KY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical coverage with HSA

Dental and vision

Life insurance

Disability insurance

401(k) with match

Stock purchase plan

Dependent care assistance

Wellness program

Paid holidays

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker within Wealth Management to drive mass affluent client acquisition and retention. Based in Brighton, MI, you will manage leads, appointments, and consultative conversations to grow share of wallet and deliver tailored financial solutions.

You will partner with PNC Advisors and ecosystem experts to provide outstanding client service, maintain accurate CRM records, and advance risk-managed growth across a broad client portfolio.

Qualifications

• Experience in mass affluent client interactions and advisory services.
• Knowledge of banking products, services and risk management.
• Licenses FINRA Series 7, 66 preferred; Life & Health Insurance preferred.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition and retention.
• Proactively generate leads, manage appointments, and expand share of wallet.
• Partner with internal teams to drive revenue and manage risk.
• Deliver a differentiated client experience from onboarding to servicing.

Skills

Banking products

Business acumen

Collaboration

Customer experience

Customer retention

Decision making

Critical thinking

Effective communication

Prioritization

Relationship management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker within Wealth Management to drive mass affluent client acquisition and retention. Based in Brighton, MI, you will manage leads, appointments, and consultative conversations to grow share of wallet and deliver tailored financial solutions.

You will partner with PNC Advisors and ecosystem experts to provide outstanding client service, maintain accurate CRM records, and advance risk-managed growth across a broad client portfolio.