Remote Wealth Advisor — Premier Banker

PNC Financial Services Group, Inc.; Charlotte (NC); Hybrid; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental & Vision

401(k) with company match

Wellness program

Paid time off

Zusammenfassung

PNC Financial Services Group, Inc. is seeking a Virtual Premier Banker based in Charlotte, NC, to drive Mass Affluent client acquisition and retention virtually.

You will partner with Wealth Management and other professionals to offer tailored solutions and manage a growing client portfolio. The role emphasizes proactive outreach, risk management, and delivering a differentiated client experience from onboarding through servicing.

Qualifikationen

• Bachelor's degree required.
• Experience in selling financial products and managing client relationships.
• Knowledge of Mass Affluent banking is a plus.
• Strong communication and consultative sales skills.

Aufgaben

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate and manage leads and hold client appointments virtually.
• Leverage needs-based and consultative skills to grow share of wallet.
• Serve as quarterback for ecosystem partners to deliver a seamless client experience.

Kenntnisse

Banking products

Relationship management

Sales

Communication

Financial wellness advisory

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Financial Services Group, Inc. is seeking a Virtual Premier Banker based in Charlotte, NC, to drive Mass Affluent client acquisition and retention virtually.

You will partner with Wealth Management and other professionals to offer tailored solutions and manage a growing client portfolio. The role emphasizes proactive outreach, risk management, and delivering a differentiated client experience from onboarding through servicing.