Wealth Management: Premier Client Banker

PNC; Fairhope (AL); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental and vision options

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Descripción de la vacante

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in Fairhope, AL to drive mass affluent client acquisition and retention. You will manage a portfolio, develop relationships, and collaborate with ecosystem partners to deliver tailored banking and investing solutions.

The role emphasizes proactive client outreach, risk management, and delivering a differentiated client experience from onboarding through ongoing servicing.

Formación

• Work Experience: Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Education: Bachelors (Required)
• Licenses: FINRA Series 7, 66 (or 63 & 65) preferred.
• Life and Health Insurance preferred.

Responsabilidades

• 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.
• Proactively generate and manage leads and client appointments.
• Leverages needs based and consultative skills, experience, and knowledge of bank products and services to grow share of wallet.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth.
• Manages risk and maximizes profitability for entire portfolio of clients.

Conocimientos

Banking products

Business acumen

Collaborating

Customer experience management

Customer retention

Decision making

Effective communications

Managing multiple priorities

Relationship management

Selling

Educación

Bachelor's degree

FINRA Series 7, 66

Life and Health Insurance (preferred)

Descripción del empleo

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in Fairhope, AL to drive mass affluent client acquisition and retention. You will manage a portfolio, develop relationships, and collaborate with ecosystem partners to deliver tailored banking and investing solutions.

The role emphasizes proactive client outreach, risk management, and delivering a differentiated client experience from onboarding through ongoing servicing.