Wealth Management: Premier Client Banker & Advisor

PNC Financial Services Group, Inc.; Frederick (MD); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with employer match

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. in Frederick, MD seeks an in-office Premier Client Banker to develop strategies for mass affluent clients, generate leads, and deepen wallet share with existing customers.

You will manage risk, partner with ecosystem experts, and deliver tailored financial wellness solutions, ensuring a superior client experience throughout onboarding and servicing. The role emphasizes deep relationship building, cross-functional collaboration, and proactive client engagement

Qualifications

• Develop and execute strategies to drive Mass Affluent client acquisition and retention.
• Proactively generate leads and client appointments.
• Leverage bank products and services to grow share of wallet.
• Develop internal partnerships to drive revenue and growth.
• Manages risk and profitability for the client portfolio.

Responsibilities

• Delivers a differentiated client experience from acquisition through onboarding and servicing.
• Maintains proactive, timely, accurate sales and relationship management tasks.
• Ensures execution of team processes such as pre-call planning and relationship reviews.
• Serves as quarterback for ecosystem partners to ensure an exceptional experience.
• Delivers Financial Wellness with tailored solutions aligned to client needs.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree (Required)

FINRA Series 7, 66 (or 63 & 65) preferred

Life and Health Insurance preferred

Job description

PNC Financial Services Group, Inc. in Frederick, MD seeks an in-office Premier Client Banker to develop strategies for mass affluent clients, generate leads, and deepen wallet share with existing customers.

You will manage risk, partner with ecosystem experts, and deliver tailored financial wellness solutions, ensuring a superior client experience throughout onboarding and servicing. The role emphasizes deep relationship building, cross-functional collaboration, and proactive client engagement