Wealth Manager - Premier Mass Affluent Banker

PNC Financial Services Group, Inc.; Gilbert (AZ); On-site; USD 65,000 - 110,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Chandler, AZ to drive Mass Affluent client acquisition and retention. You will manage leads, conduct consultative sales, and partner with banking and investing teams to grow wallet share while delivering a differentiated client experience.

This role requires strong relationship skills, knowledge of bank products, and the ability to collaborate with ecosystem partners to meet client goals within an inclusive, in-office culture.

Qualifications

• University degree; 3+ years of relevant / direct industry experience.
• FINRA Series 7, 66 (or 63 & 65) preferred.
• Life and Health Insurance preferred.
• Background checks as required by CFPB regulations.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for revenue growth.
• Proactively generate and manage leads and client appointments with a consultative approach.
• Leverage ecosystem partners and internal teams to deepen share of wallet and deliver solutions.
• Own client relationships and penetration goals with Eco-system partners and PNC Financial Advisor collaboration.
• Deliver Mass Affluent Advice and Planning through Banking and Investing partnerships.

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. seeks a Premier Client Banker in Chandler, AZ to drive Mass Affluent client acquisition and retention. You will manage leads, conduct consultative sales, and partner with banking and investing teams to grow wallet share while delivering a differentiated client experience.

This role requires strong relationship skills, knowledge of bank products, and the ability to collaborate with ecosystem partners to meet client goals within an inclusive, in-office culture.