Premier Client Banker- PNC Wealth Management
On-site · Dallas, Texas, United States
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
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