Premier Client Banker - PNC Wealth Management
$70,125–$116,875 year
On-siteFrederick, Maryland, United States
Job Summary
Drive mass affluent client acquisition, outreach, and retention by proactively generating leads, managing appointments, and delivering differentiated experiences from acquisition through onboarding. Execute consultative strategies to deepen share of wallet, manage portfolio risk, and maximize profitability while maintaining accurate sales and relationship management administration. Lead ecosystem partnerships to deliver Financial Wellness solutions and convert sales opportunities through advanced relationship building and pre/post-call planning. Achieve business results by collaborating with internal and external partners to own client penetration goals and advocate for client commitments.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.