Associate Relationship Strategist SR

PNC Bank • San Francisco, CA

4d • Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Strategist II within PNC's Private Bank organization, you will be based in San Francisco Bay area in CA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Bachelors

Nice To Haves

• Book Of Business
• Client Relationship Building
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Responsibilities

• Supports client management activities with clients and prospective clients.
• Helps support the development and execution of a relationship management plan to acquire and retain clients.
• Is accountable for ongoing exceptional client experience.
• Helps support a book of business.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
• Has working knowledge of all business segment capabilities and offerings.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Holds team accountable for deliverables.
• Helps grow a book of business through support of client expansion and new client acquisition.
• Helps develop and execute strategies for proactively sourcing new relationships for the bank.
• Serves as point of communication and contact with existing clients and prospected to ensure expansion opportunities are captured.
• Manages risk through adherence to AMG policies and procedures.
• Works with risk partners to escalate client concerns to bring about quick resolution.
• Has knowledge of partner offerings to make business-appropriate introductions.
• Is accountable to partners for follow up and client communication after initial introduction.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Helps ensure the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level