Wealth Management Premier Banker – Mass Affluent

PNC Financial Services Group, Inc.; McKinney (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical / Prescription coverage

Dental and vision

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC is seeking a Premier Client Banker in McKinney, TX to drive Mass Affluent client acquisition, deepen wallet share, and manage a portfolio with cross-functional partners. The role emphasizes advisory guidance, risk management, and delivering a differentiated client experience from onboarding to servicing.

The position requires collaboration across banking and investing teams, with a focus on financial wellness and tailored solutions for clients.

Qualifications

• Bachelor's degree required; or equivalent mix of education and experience.
• 3+ years of relevant banking or financial services experience.
• Certifications such as FINRA licenses preferred.

Responsibilities

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients to generate revenue.
• Build internal partnerships and manage risk to maximize profitability.
• Lead ecosystem partnerships as a Center of Influence to deliver integrated solutions.
• Provide proactive, personalized financial guidance and wellness.

Skills

Banking products

Business acumen

Collaboration

Customer experience

Relationship management

Sales

Education

Bachelor's degree

Experience in financial services

Job description

PNC is seeking a Premier Client Banker in McKinney, TX to drive Mass Affluent client acquisition, deepen wallet share, and manage a portfolio with cross-functional partners. The role emphasizes advisory guidance, risk management, and delivering a differentiated client experience from onboarding to servicing.

The position requires collaboration across banking and investing teams, with a focus on financial wellness and tailored solutions for clients.