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PNC Financial Services

Runs a national bank for people and businesses

Virtual Premier Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USANo salary listed

About the Job

Requirements

  • A university or college degree and at least 2 years of relevant professional experience are typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate to the role, including banking products, business acumen, customer experience management, customer retention, decision-making and critical thinking, communication, managing multiple priorities, products and services, relationship management, and selling.
  • Meet applicable background-check requirements under Consumer Financial Protection Bureau regulations.

Responsibilities

  • Develop and execute strategies to drive mass-affluent client acquisition, outreach, and retention, generate revenue, deepen existing-client share of wallet, generate and manage leads, hold virtual client appointments, and position bank products and services to attract new households and grow relationships.
  • Develop and maintain internal partnerships virtually to drive revenue, acquisition, and growth; manage portfolio risk and profitability; deliver a differentiated client experience from acquisition through onboarding and servicing; complete timely, accurate, and complete sales and client-relationship administration; execute team processes including pre-call planning, post-call debriefs, and relationship reviews; coordinate ecosystem partners based on client needs; and suggest tailored financial-wellness solutions.
  • Use client insights and sales tools to develop actionable sales strategies, identify and convert sales opportunities, and deliver an exceptional client experience.
  • Achieve business results through collaboration with ecosystem partners; develop ecosystem leadership outside the branch as a Center of Influence; own client relationships and ensure team accountability for deliverables; own client-penetration goals with ecosystem partners; and deliver the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor.
  • Deliver proactive and responsive service that meets client goals and strengthens client commitment and advocacy.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • FINRA Series 7 and Series 66, or Series 63 and Series 65, are preferred.
  • Life and Health Insurance credentials are preferred.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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