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8 дней назад

Premier Client Banker - PNC Wealth Management

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Premier Client Banker - PNC Wealth Management (Banking/Wealth Management): Developing and executing client acquisition, retention, relationship, and revenue strategies for mass affluent clients with an accent on consultative selling, financial wellness, and portfolio profitability. Focus on coordinating ecosystem partners, converting sales opportunities, managing client relationships, and delivering tailored banking and investment solutions.

Location: Bridgeville, Pennsylvania; based in Pittsburgh, Pennsylvania; in-office position

Company

hirify.global is a financial services company providing banking, wealth management, and investment solutions.

What you will do

  • Develop and execute strategies to acquire, retain, and deepen relationships with mass affluent clients.
  • Generate and manage leads, client appointments, sales opportunities, and relationship management activities.
  • Provide consultative conversations and tailored banking, financial wellness, and investment solutions.
  • Build and coordinate relationships with internal ecosystem partners, including hirify.global Financial Advisors.
  • Manage portfolio risk, profitability, client penetration goals, and service quality.
  • Lead client onboarding, servicing, relationship reviews, pre-call planning, and post-call debriefs.

Requirements

  • Bachelor’s degree required; comparable education, certifications, and experience may be considered in lieu of a degree.
  • At least 3 years of relevant or direct industry experience.
  • Knowledge of banking products, customer experience management, customer retention, relationship management, selling, and risk management.
  • Strong communication, collaboration, decision-making, critical-thinking, and prioritization skills.
  • FINRA Series 7 and Series 66, or Series 63 and 65, preferred; Life and Health Insurance licensing preferred.
  • hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

  • In-office work environment focused on collaboration, inclusion, and customer service.
  • Medical, prescription drug, dental, vision, life insurance, and disability coverage options.
  • 401(k) with company match, pension, stock purchase plans, and dependent care support.
  • Educational assistance, wellness programs, and financial incentives.
  • Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.

Hiring process

  • Candidates may be subject to additional background checks under applicable banking and consumer financial protection regulations.
  • Reasonable accommodations are available during the application process.

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