Premier Client Banker - PNC Wealth Management
On-siteEast Norriton, Pennsylvania, United States
Job Summary
Drive Mass Affluent client acquisition, outreach, and retention by generating leads, managing appointments, and leveraging consultative skills to deepen share of wallet. Execute strategies to maximize profitability across the client portfolio while delivering differentiated experiences from acquisition through servicing. Lead ecosystem partners as a Center of Influence to convert sales opportunities and deliver the Mass Affluent Advice and Planning value proposition through joint Banking and Investing partnerships. Maintain proactive, timely, and accurate sales administration, including pre-call planning, post-call debriefs, and relationship reviews, while ensuring strict adherence to risk management frameworks.
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
- Mass Affluent client acquisition, outreach and retention
- needs based and consultative conversational skills
- acquired knowledge of bank products and services
- internal partnerships
- risk and maximizes profitability for entire portfolio of clients
- proactive, timely, accurate and complete sales/client relationship management administration tasks
- team processes, such as pre-call planning, post-call debriefs and relationship reviews
- ecosystem partners
- Center of Influence (COI)
- Mass Affluent Advice and Planning value proposition
- advanced relationship building and conversation skills
- advanced and progressive knowledge of business segment capabilities and offerings
- Customer Focused
- Managing Risk
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