Premier Wealth Banker: Mass Affluent Growth & Advisory

PNC Financial Services Group, Inc.; Indianapolis (IN); In loco; USD 65.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Savings Account

401(k) with PNC match

Stock purchase plan

Descrizione del lavoro

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Indianapolis to develop and execute strategies for Mass Affluent client acquisition, outreach, and retention.

You will proactively generate leads, manage client appointments, and apply consultative skills to grow share of wallet with new and existing clients. Collaborating with internal partners and ecosystem experts, you will deliver a differentiated client experience, oversee onboarding and servicing, and maintain proactive

Competenze

• Bachelor's degree required; industry experience preferred.
• 3+ years in financial services or related sales roles.
• Strong knowledge of bank products and wealth management is a plus.
• FINRA Series 7/66 or equivalents preferred.

Mansioni

• Develop Mass Affluent client acquisition and retention strategies.
• Generate leads, schedule appointments, and close opportunities.
• Partner with ecosystem experts to deliver tailored financial solutions.
• Deliver excellent client experience from onboarding through servicing.

Conoscenze

Mass Affluent Banking

Lead generation

Relationship management

Sales skills

Strategic planning

Formazione

Bachelor's degree

Strumenti

CRM systems

Sales tools

Descrizione del lavoro

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Indianapolis to develop and execute strategies for Mass Affluent client acquisition, outreach, and retention.

You will proactively generate leads, manage client appointments, and apply consultative skills to grow share of wallet with new and existing clients. Collaborating with internal partners and ecosystem experts, you will deliver a differentiated client experience, oversee onboarding and servicing, and maintain proactive