Wealth Management: Mass Affluent Relationship Banker

PNC Financial Services Group, Inc.; Centerville (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical and prescription coverage

Life insurance

Disability protection

401(k) with match

Educational assistance

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Centerville, OH, within Wealth Management. You will drive Mass Affluent client acquisition, retention and revenue growth, leveraging a consultative sales approach and internal partnerships to deepen client relationships.

You will manage relationships through onboarding and servicing, coordinating with PNC Advisors and ecosystem partners to deliver tailored financial solutions and robust client experiences.

Qualifications

• 3+ years of relevant industry experience.
• Bachelor's degree required; FINRA Series 7, 66 licenses preferred.
• Life and Health Insurance licensing required.

Responsibilities

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients.
• Generate and manage leads and client appointments with a consultative approach.
• Partner with internal ecosystem to drive revenue and grow share of wallet.

Skills

Mass Affluent Banking

Relationship Management

Sales & Consulting

Strategic Planning

Cross-functional Collaboration

Education

Bachelor's degree

Licenses / Certifications

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Centerville, OH, within Wealth Management. You will drive Mass Affluent client acquisition, retention and revenue growth, leveraging a consultative sales approach and internal partnerships to deepen client relationships.

You will manage relationships through onboarding and servicing, coordinating with PNC Advisors and ecosystem partners to deliver tailored financial solutions and robust client experiences.