Virtual Premier Banker - Financial Banker - PNC Wealth Management
Core
Drive Mass Affluent client acquisition, outreach, and retention virtually to generate revenue and deepen share of wallet.
Role type
Virtual Premier Banker (Financial Banker)
Builds
Mass Affluent client relationships and revenue growth
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
consultative selling, client relationship management, risk management, sales strategy, financial wellness planning, ecosystem partnership management
Preferred skills
FINRA Series 7/66, Life and Health Insurance licensing
Technologies
sales tools, client relationship management systems
Responsibilities
Proactively generate and manage leads and hold virtual client appointments; Develop and execute strategies for client acquisition and retention; Virtually develop internal and external ecosystem partnerships; Deliver tailored financial solutions aligned with client needs; Manage risk and maximize portfolio profitability; Lead collaboration with Financial Advisors and other partners.