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PNC Financial Services GroupPosted 1 month ago

Premier Client Banker - PNC Wealth Management

On-siteLouisville, Kentucky, 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. Proactively generate and 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 client relationship management 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 experience from acquisition through onboarding. Deliver Financial Wellness by proactively suggesting tailored solutions and translating client insights into actionable sales strategies. Achieve business results through leadership and collaboration with partners, owning client penetration goals and holding the team accountable for deliverables. Ensure execution of team processes and maintain a differentiated client experience aligned with PNC's values and risk management framework.

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

Desired Qualifications

  • Certifications
  • Life and Health Insurance license

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