Premier Client Banker - PNC Wealth Management
On-siteGrand Rapids, Michigan, 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. Manage leads and client appointments, leveraging consultative conversational skills to grow relationships from acquisition through onboarding. Maintain proactive, timely, and accurate sales and relationship management administration, including pre-call planning and post-call debriefs. Serve as the quarterback for ecosystem partners, bringing in experts to ensure exceptional client experiences and delivering Financial Wellness solutions. Achieve business results through leadership and collaboration with partners, owning client penetration goals and holding the team accountable for deliverables. Requires a Bachelor's degree, FINRA Series 7 and 66 licenses, and 3+ years of relevant industry experience.
Required Qualifications
- Bachelors (Required)
- 3+ years of relevant / direct industry experience
- FINRA Series 7, 66 (or 63 & 65)
- Life and Health Insurance
Desired Qualifications
- Certifications are often desired
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- 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
- Leverages needs based and consultative conversational skills
- acquired knowledge of bank products and services
- advanced and progressive knowledge of business segment capabilities and offerings
- advanced relationship building and conversation skills
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