Premier Client Banker - PNC Wealth Management
$63,750–$106,250 year
On-siteColumbus, Ohio, United States
Job Summary
Drive Mass Affluent client acquisition, outreach, and retention by generating leads, managing appointments, and delivering a differentiated client experience from acquisition through servicing. Execute proactive strategies to deepen share of wallet, manage risk across client portfolios, and maximize profitability while maintaining accurate sales and relationship management administration. Serve as the quarterback for ecosystem partners to deliver Financial Wellness solutions and ensure team accountability for deliverables and client penetration goals. Collaborate with PNC Financial Advisors to deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership.
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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