Premier Client Banker - PNC Wealth Management
$63,750–$106,250 year
On-siteWest Chester, Ohio, United States
Job Summary
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention while generating revenue and deepening share of wallet. Proactively generate and manage leads and client appointments, leveraging needs-based conversational skills to grow relationships with new and existing households. Maintain proactive, timely, and accurate sales administration tasks, including pre-call planning, post-call debriefs, and relationship reviews. Serve as the quarterback for ecosystem partners, bringing in experts to ensure an exceptional client experience from acquisition through onboarding. Deliver Financial Wellness by proactively suggesting tailored solutions aligned with client needs and successfully converting sales opportunities. Own client penetration goals with ecosystem partners and hold the team accountable for deliverables while managing risk and maximizing profitability for the entire portfolio.
Required Qualifications
- University / college degree
- 3+ years of relevant / direct industry experience
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life and Health Insurance
Desired Qualifications
- Certifications
- Life and Health Insurance
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