Premier Client Banker - PNC Wealth Management
On-siteMurphy, 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. Proactively generate and manage leads and client appointments while leveraging consultative conversational skills to grow relationships with new and existing households. Maintain proactive, timely, and accurate sales and client relationship management administration tasks, including pre-call planning and post-call debriefs. Serve as the quarterback for ecosystem partners, bringing in experts based on identified needs to ensure an exceptional client experience from acquisition through servicing. Deliver Financial Wellness by proactively suggesting tailored solutions aligned with client goals and translate client insights into actionable sales strategies. Achieve business results through leadership and collaboration with a wide range of ecosystem partners and own client penetration goals.
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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