Premier Client Banker - PNC Wealth Management
On-siteThe Woodlands, Texas, United States
Job Summary
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet. Proactively generate and manage leads and client appointments while delivering a differentiated client experience from acquisition through onboarding. Manage risk and maximize profitability for the entire client portfolio by maintaining proactive, timely, and accurate sales and relationship management administration tasks. Serve as the quarterback for ecosystem partners, bringing in experts based on identified needs to ensure an exceptional experience in every interaction. Achieve business results through leadership and collaboration with a wide range of partners while owning client penetration goals. Deliver Financial Wellness by proactively suggesting tailored solutions aligned with client needs and ensuring strong client commitment through responsive service.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant / direct industry experience
- FINRA Series 7
- FINRA Series 66 (or 63 & 65)
- Life and Health Insurance license
- University / college degree
- Job specific certification(s)
- Military service experience
Desired Qualifications
- Certifications
- Life and Health Insurance preferred
- Master's degree preferred
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