Premier Client Banker - PNC Wealth Management
$70,125–$116,875 year
On-siteMays Landing, New Jersey, United States
Job Summary
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention while generating revenue and deepening share of wallet. Manage leads and client appointments, leveraging consultative skills to grow relationships and attract new households. Maintain proactive, timely, and accurate sales administration tasks, including pre-call planning, post-call debriefs, and relationship reviews. Serve as the quarterback for ecosystem partners, ensuring exceptional experiences and delivering Financial Wellness solutions aligned with client needs. Own client relationships and hold teams accountable for deliverables, achieving business results through leadership and collaboration. Requires FINRA Series 7 and 66 licenses; base salary ranges from $70,125 to $116,875.
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
- Life and Health Insurance
Desired Qualifications
- Certifications
- Life and Health Insurance
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