Wealth Banker - PNC Wealth Management

PNC•Bridgewater, NJ

1d•$76,500 - $127,500•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Banker within PNC's Wealth Management organization, you will be based in Bridgewater, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Bachelors (Required)
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.

Nice To Haves

Home Lending Designated Lender Certification - PNC Financial Services Group, Inc

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, 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.