Wealth Management Premier Banker - Mass Affluent

PNC Financial Services Group, Inc.; Kentucky; On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in the Wealth Management division, based in Powell, OH. The role focuses on proactive client acquisition, retention, and deepening share of wallet with Mass Affluent clients, leveraging bank products and trusted advice.

You will manage leads, appointments, and internal partnerships to drive revenue while maintaining rigorous risk management and a superior client experience across the onboarding and servicing journey.

Qualifications

• Requires university/college degree; 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63/65) preferred.
• Background checks per CFPB regulations.
• No language assessments required.

Responsibilities

• Develop strategies to acquire, outreach, and retain Mass Affluent clients.
• Generate and manage leads and client appointments.
• Collaborate with ecosystem partners to deliver holistic solutions.
• Own client relationships and drive revenue growth within the portfolio.
• Deliver proactive, responsive service and a differentiated client experience.

Skills

Banking Knowledge

Relationship Mgmt

Sales Experience

Communication

Team Collaboration

Decision Making

Customer Experience

Risk Management

Strategic Planning

Education

Bachelor's degree

FINRA Series 7/66 (preferred)

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in the Wealth Management division, based in Powell, OH. The role focuses on proactive client acquisition, retention, and deepening share of wallet with Mass Affluent clients, leveraging bank products and trusted advice.

You will manage leads, appointments, and internal partnerships to drive revenue while maintaining rigorous risk management and a superior client experience across the onboarding and servicing journey.