Premier Client Banker - PNC Wealth Management
On-siteLakeway, Texas, United States
Job Summary
Develop and execute strategies to drive mass affluent client acquisition, outreach, and retention while generating revenue and deepening share of wallet. Proactively generate and manage leads and client appointments, leveraging consultative skills to grow relationships from acquisition through onboarding. Maintain proactive sales and relationship management administration, including pre-call planning, post-call debriefs, and ecosystem partner collaboration to deliver a differentiated client experience. Ensure execution of team processes and hold the team accountable for client penetration goals and deliverables. Achieve business results through leadership and productive collaboration with banking and investing partners to provide tailored financial wellness solutions.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant / direct industry experience
- FINRA Series 7
- FINRA Series 66 (or 63 & 65)
- Life and Health Insurance license
Desired Qualifications
- Certifications
- Life and Health Insurance license
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