pnc logo
pnc3 weeks ago

Premier Client Banker- PNC Wealth Management

On-site · Dallas, Texas, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Medium

Job Summary

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for revenue growth and increased wallet share; generate and manage leads and client appointments; use needs-based and consultative skills to position bank products and services, grow the portfolio, and deliver an exceptional client experience from acquisition through onboarding and servicing; build internal partnerships to drive revenue and ensure effective risk management and profitability; lead ecosystem partnerships and serve as quarterback for experts to deliver tailored financial wellness solutions; achieve client penetration goals with ecosystem partners and provide advisory support through a Banking and Investing partnership with a PNC Financial Advisor.

Required Qualifications

  • Bachelor's degree
  • FINRA Series 7, 66 (or 63 & 65) required
  • Life and Health Insurance required
Sorce

Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

pnc

Premier Client Banker- PNC Wealth Management

Apply on Sorce