PNC Financial Services·4 days ago
4 days ago
Premier Client Banker - PNC Wealth Management
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What you'll do
- Drive mass affluent client acquisition and retention
- Leverage consultative skills and knowledge of bank products
What they're looking for
- Significant industry experience
- Strong understanding of client relationship management
- FINRA Series 7
- Life and health insurance
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are expanding our team: As a Premier Client Banker at PNC Wealth Management, you will drive mass affluent client acquisition and retention, leveraging consultative skills and knowledge of bank products. Ideal candidates bring significant industry experience and a strong understanding of client relationship management.
Skills
- banking products
- relationship management
- risk management
- client acquisition
- sales strategy
- financial wellness
- consultative selling
- portfolio management
- customer retention
- business acumen
- decision making
- critical thinking
- customer experience management
- ecosystem leadership
- pre-call planning
- post-call debriefing
- relationship review
- sales tools
- financial advisor collaboration
- finra series 7
- life and health insurance
Company
PNC Financial Services
Leander, United States of America
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