Associate Relationship Strategist - PNC Private Bank

PNC•Charlotte, NC

21h•Onsite

About The Position

At PNC, people are the greatest differentiator and competitive advantage, united in delivering the best experience for customers and fostering an inclusive workplace. This role is for an Associate Relationship Strategist within PNC's Private Bank organization, based in Charlotte, NC. PNC operates as an in-office company. The position involves supporting client management activities with both existing and prospective clients, coordinating team members and other PNC partners to ensure an exceptional client experience. Key responsibilities include assisting in the development and execution of relationship management plans, conducting thorough discovery of client needs to formulate action plans, and maintaining sufficient knowledge of all business segment capabilities and offerings. The strategist is expected to ensure strong client commitment and advocacy through proactive and responsive service, support a book of business, and help develop strategies for sourcing new relationships. The role also entails serving as a primary point of contact for clients and prospects to identify expansion opportunities, managing risk by adhering to AMG policies and procedures, and collaborating with risk partners to resolve client concerns. Additionally, the position requires maintaining accurate sales/client relationship management administration tasks and ensuring the execution of team processes like pre-call planning, post-call debriefs, and relationship reviews. Employees are expected to be customer-focused and adept at managing risk in line with PNC's Enterprise Risk Management Framework.

Requirements

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions (Customer Focused).
Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework (Managing Risk).
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Bachelors degree.

Nice To Haves

Book Of Business
Client Relationship Building
Credit
Credit Products
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities
Client Relationship Management
Communicating for Impact
Decision Making and Critical Thinking
Influencing
Managing Multiple Priorities
Products and Services
Understanding Customer Needs
Value Selling

Responsibilities

Supports client management activities with clients and prospective clients as directed.
Helps coordinate team members and other PNC partners to deliver an exceptional client experience.
Helps support the development and execution of a relationship management plan.
Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
Has sufficient 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.
Helps support a book of business.
As directed, helps develop and execute strategies for proactively sourcing new relationships for the bank.
Serves as a point of communication and contact with existing clients and prospects 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 sufficient knowledge of partner offerings to make business-appropriate introductions.
As directed, maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
Helps ensure the execution of team processes (e.g. pre-call planning, post-call debriefs, relationship reviews).

Benefits

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
maternity and/or parental leave
up to 11 paid holidays each year
9 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