Wealth Management Pro: Premier Client Banker

PNC Financial Services Group, Inc.; Murphy (TX); Sur place; USD 75 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental & Vision

401(k) match

Paid time off

Wellness program

Résumé du poste

PNC Financial Services Group, Inc. in Murphy, TX seeks a Premier Client Banker to drive Mass Affluent client acquisition, outreach, and retention while deepening share of wallet. You will generate leads, manage appointments, and leverage bank products to grow client relationships.

You will also partner with ecosystem experts to deliver tailored financial wellness solutions and a differentiated client experience in an in-office setting.

Qualifications

• University degree required with 3+ years of relevant industry experience.
• FINRA Series 7 and 66 preferred; Life and Health Insurance preferred.
• Strong relationship management and consultative selling skills.

Responsabilités

• Develop and execute strategies to drive Mass Affluent client acquisition and retention.
• Generate leads, manage client appointments, and expand share of wallet.
• Collaborate with ecosystem partners to deliver Financial Wellness and exceptional service.

Connaissances

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making

Effective Communications

Managing Priorities

Relationship Management

Selling

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. in Murphy, TX seeks a Premier Client Banker to drive Mass Affluent client acquisition, outreach, and retention while deepening share of wallet. You will generate leads, manage appointments, and leverage bank products to grow client relationships.

You will also partner with ecosystem experts to deliver tailored financial wellness solutions and a differentiated client experience in an in-office setting.