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About the role
Key responsibilities & impact- Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention
- Generate and manage leads and hold client appointments virtually
- Use needs-based and consultative conversations to position bank products and services
- Develop and maintain internal partnerships to drive revenue, acquisition, and growth
- Manage risk and maximize profitability across the client portfolio
- Deliver a differentiated client experience from acquisition through onboarding and servicing
- Maintain proactive, timely, accurate, and complete sales/client relationship management administration
- Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
- Coordinate ecosystem partners and bring in experts based on client needs
- Deliver tailored Financial Wellness solutions
- Translate client insights and sales tools into actionable sales strategies and convert sales opportunities
- Lead collaboration with ecosystem partners and develop ecosystem leadership outside the branch
- Own client relationships, deliverables, and client penetration goals
- Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor
- Provide proactive and responsive service to meet client goals
Requirements
What you’ll need- University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- 2+ years of relevant professional experience
- Bachelor's degree required
- FINRA Series 7 and 66, or Series 63 and 65, preferred
- Life and Health Insurance preferred
- Subject to additional background checks as required by Consumer Financial Protection Bureau regulations
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- 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
- 15 to 25 vacation days each year, depending on career level and years of service