Virtual Premier Banker: Mass Affluent Wealth Solutions

PNC Financial Services Group, Inc.; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a Virtual Premier Banker based in Scottsdale, AZ to drive Mass Affluent growth and deepen client relationships within Wealth Management.

You will manage leads, deliver tailored solutions, and coordinate with ecosystem partners to provide an exceptional client experience from onboarding through ongoing servicing. The role emphasizes proactive relationship management, consultative selling, and leveraging PNC products to meet client goals while adhering to

Qualifications

• 2+ years of relevant professional experience in banking or financial services.
• Experience in mass affluent client interactions and relationship management.
• FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to 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 and attract new mass affluent households.
• Coordinate with ecosystem partners to drive revenue and growth.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making

Critical Thinking

Effective Communications

Managing Multiple Priorities

Relationship Management

Selling

Education

Bachelors (Required)

Job description

PNC Financial Services Group, Inc. seeks a Virtual Premier Banker based in Scottsdale, AZ to drive Mass Affluent growth and deepen client relationships within Wealth Management.

You will manage leads, deliver tailored solutions, and coordinate with ecosystem partners to provide an exceptional client experience from onboarding through ongoing servicing. The role emphasizes proactive relationship management, consultative selling, and leveraging PNC products to meet client goals while adhering to