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PNC Financial Services GroupPosted 1 month ago

Premier Client Banker - PNC Wealth Management

On-siteLeander, Texas, United States

Full TimeEnterprise

Job Summary

Develop and execute strategies to proactively drive mass affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet. Manage leads and client appointments while leveraging consultative conversational skills to grow relationships with new and existing households. Maintain proactive, timely, and accurate sales and relationship management administration, 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 servicing. Deliver financial wellness by proactively suggesting tailored solutions and translating client insights into actionable sales strategies. Achieve business results through leadership and collaboration with a wide range of partners, owning client penetration goals and holding the team accountable for deliverables.

Required Qualifications

  • Bachelor's degree
  • 3+ years of relevant / direct industry experience
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65
  • Life and Health Insurance license

Desired Qualifications

  • Certifications
  • Life and Health Insurance license

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