5 дней назад
Premier Client Banker - PNC Wealth Management (Fintech)
70 125 - 116 875$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Premier Client Banker - PNC Wealth Management (Fintech): Developing and executing client acquisition, outreach, retention, and financial wellness strategies for mass affluent banking clients with an accent on consultative relationship management, portfolio profitability, and tailored banking and investing solutions. Focus on converting sales opportunities, coordinating ecosystem partners and financial advisors, managing risk, and delivering proactive client service.
Location: In-office at the Naperville Crossing location in Naperville, Illinois, within the Chicago, Illinois area
Base salary: $70,125–$116,875 per year, plus incentive eligibility based on company, business, and individual performance.
Company
is a banking and wealth management organization focused on delivering customer financial solutions.
What you will do
- Develop and execute strategies to acquire, engage, and retain mass affluent clients.
- Generate and manage leads, client appointments, and sales opportunities.
- Build client relationships, complete onboarding and servicing activities, and deliver tailored financial wellness solutions.
- Coordinate internal ecosystem partners and Financial Advisors to provide banking, investing, advice, and planning solutions.
- Use client insights and sales tools to increase product penetration, revenue, and share of wallet.
- Manage portfolio risk, profitability, relationship administration, and team accountability.
Requirements
- Bachelor’s degree required; comparable education, certifications, and experience may be considered instead.
- 3+ years of relevant or direct industry experience.
- Knowledge of banking products, relationship management, selling, customer retention, customer experience, and risk management.
- Strong communication, collaboration, decision-making, critical-thinking, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not available.
- Additional background checks may be required under applicable banking and consumer financial protection regulations.
Nice to have
- FINRA Series 7 and Series 66, or Series 63 and 65.
- Life and Health Insurance license.
Culture & Benefits
- In-office workplace with a supportive and inclusive culture.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- 401(k) match, pension, stock purchase plan, life insurance, and disability protection.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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