Premier Client Banker - PNC Wealth Management
On-siteMcKinney, Texas, United States
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.