Wealth Banker - PNC Wealth Management

PNC Bank•Bridgewater, NJ

1d•Onsite

About The Position

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

Requirements

University / college degree, with 3+ years of relevant / direct industry experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
FINRA Series 7, 66 (or 63 & 65) required.
Life and Health Insurance required.
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Nice To Haves

Certifications are often desired.

Responsibilities

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
Proactively generate and manage leads and client appointments.
Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth.
Owns communication and contact with existing clients to ensure expansion opportunities are captured.
Manages risk and maximizes profitability for entire portfolio of clients.
Delivers a differentiated client experience from acquisition through onboarding and servicing.
Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
Generates quality referrals for ecosystem partners.
Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
Own the client relationship and holds team accountable for deliverables.
Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
Differentiates client experience through advanced conversation skills.
Has in depth knowledge of business segment capabilities and offerings.

Benefits

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service.