Premier Client Banker- PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Premier Client Banker in PNC’s Wealth Management organization, based in Friendswood, TX, focuses on acquiring and deepening relationships with Mass Affluent clients. The role delivers tailored financial wellness advice, coordinates with internal partners and PNC Financial Advisors, and manages client onboarding and servicing to grow revenue and share of wallet.
Required Skills
- Client Acquisition
- Relationship Management
- Lead Generation
- Consultative Selling
- Financial Planning
- Risk Management
- Client Onboarding
- Cross-Selling
- Collaboration
- Communication
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life and Health Insurance
About Quantitative Marketing
pnc.comPNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.
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