Wealth Management Banker: Mass Affluent Growth

PNC; Lakeway (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Paid time off and holidays

Educational assistance

Job summary

PNC is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition, outreach, and retention in Lakeway, TX. The role emphasizes proactive lead generation, consultative product advice, and deepening wallet share with new and existing clients.

Responsibilities include building partnerships to grow revenue, managing risk, and delivering superior client experiences across onboarding and servicing.

Qualifications

• Bachelor's degree required; 3+ years of relevant industry experience preferred.
• Certifications are often desired; background checks per CFPB/FINRA regulations may apply.

Responsibilities

• Develop and execute strategies to acquire, outreach to, and retain Mass Affluent clients to generate revenue.
• Build internal partnerships to drive revenue and growth while managing risk and profitability for client portfolios.
• Provide a differentiated client experience from onboarding to servicing; coordinate with ecosystem partners for expert guidance.

Skills

Banking products

Business acumen

Collaboration

Customer experience management

Customer retention

Decision making

Critical thinking

Effective communications

Managing multiple priorities

Relationship management

Sales

Education

Bachelor's degree (Required)

Job description

PNC is seeking a Premier Client Banker within Wealth Management to drive Mass Affluent client acquisition, outreach, and retention in Lakeway, TX. The role emphasizes proactive lead generation, consultative product advice, and deepening wallet share with new and existing clients.

Responsibilities include building partnerships to grow revenue, managing risk, and delivering superior client experiences across onboarding and servicing.