Virtual Premier Banker - Pnc Wealth Management

PNC Bank

Charlotte, NC, US
Not specified; not specified; comprehensive benefi...
Mass affluent client acquisition strategies
Virtual client appointment management
Needs-based consultative sales skills
The role focuses on developing strategies to drive mass affluent client acquisition and retention while deepening share of wallet

Job Summary

  • The role focuses on developing strategies to drive mass affluent client acquisition and retention while deepening share of wallet.
  • Employees will leverage needs-based conversational skills to position bank products and services effectively in a virtual environment.
  • PNC offers comprehensive benefits including medical coverage, 401(k) matching, pension plans, and up to 25 vacation days annually.

Matching Summary

The role focuses on developing strategies to drive mass affluent client acquisition and retention while deepening share of wallet.

Salary

Not specified; Not specified; Comprehensive benefits package including medical, dental, vision, 401(k) match, and pension

Skills & Requirements

Must-have

  • Mass affluent client acquisition strategies
  • Virtual client appointment management
  • Needs-based consultative sales skills
  • Portfolio risk and profitability management
  • Ecosystem partner collaboration

Nice-to-have

  • Inclusive workplace culture experience
  • Proactive client service delivery
  • Team accountability leadership
  • Exceptional client relationship building

Key Requirements

  • FINRA Series 7 license required
  • FINRA Series 66 or 63 & 65 licenses required
  • Life and Health Insurance license required
  • Bachelor's degree or equivalent experience
  • Minimum 2 years relevant professional experience

Work Rights

Not specified

Tailored Resume

Cover Letter