Premier Client Banker - PNC Wealth Management
$76,500–$127,500 year
On-siteUpper Montclair, New Jersey, 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. Proactively generate and manage leads and client appointments while leveraging consultative conversational skills and knowledge of bank products to grow client relationships. 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 based on identified needs and ensuring an exceptional client experience from acquisition through onboarding. Own client penetration goals with ecosystem partners and deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Achieve business results through leadership and collaboration with a wide range of partners while managing risk and maximizing profitability for the entire client portfolio.
Required Qualifications
- University / college degree
- 3+ years of relevant / direct industry experience
- Bachelor's degree
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
Desired Qualifications
- Life and Insurance License
- Health Insurance License
- Certifications
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