Premier Wealth Relationship Banker

Fairygodboss; Centerville (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Paid time off

Job summary

PNC in Centerville, OH is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and deepen relationships. Based in Centerville, this role collaborates with Banking and Investing partners to deliver tailored financial solutions and a superior client experience.

The position requires 3+ years in the field, knowledge of banking products, and a customer-centric approach.

Qualifications

• 3+ years of relevant / direct industry experience.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients.
• Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities.
• Own the client relationship and hold team accountable for deliverables; lead ecosystem partnerships and deliver Mass Affluent Advice and Planning.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making

Critical Thinking

Effective Communications

Managing Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree

Job description

PNC in Centerville, OH is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition and deepen relationships. Based in Centerville, this role collaborates with Banking and Investing partners to deliver tailored financial solutions and a superior client experience.

The position requires 3+ years in the field, knowledge of banking products, and a customer-centric approach.