PNC Financial Services Group logo
PNC Financial Services GroupPosted 1 month ago

Premier Client Banker - PNC Wealth Management

On-siteMcKinney, 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 skills to grow relationships with new and existing households. Maintain proactive, timely, and accurate sales administration tasks, including pre-call planning and post-call debriefs. Serve as the quarterback for ecosystem partners to deliver Financial Wellness solutions and ensure exceptional client experiences from acquisition through servicing. Own client penetration goals with partners and hold the team accountable for deliverables. Achieve business results through collaboration with a wide range of ecosystem partners and leadership within the branch.

Required Qualifications

  • University / college degree
  • 3+ years of relevant / direct industry experience
  • Bachelors
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65

Desired Qualifications

  • Life and Insurance License
  • Health Insurance License
  • Certifications

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce