Relationship Mgr III - AMG

PNC Bank•Pittsburgh, PA

5d•Onsite

About The Position

PNC is hiring a Relationship Manager III for its Private Bank Connect organization. The role is a business development position focused on identifying investment and banking opportunities within an established book of business. The Relationship Manager contacts existing nationwide clients by phone, including warm leads, and is expected to meet calling goals. Although the role involves substantial client communication, it is not a client-facing role. The Relationship Manager develops and executes plans to acquire and retain clients, manages a book of business, and is accountable for growing it through client expansion and new client acquisition. The role works with teammates and partners to understand client needs, provide responsive service, make appropriate introductions, and follow through on client communication. The position is based in Pittsburgh, Pennsylvania, or another location within the PNC Private Bank footprint. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager.

Requirements

Typically requires a university or college degree and 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrate the knowledge, skills, and abilities appropriate to the role.
Apply customer-focused practices to align business decisions and customized solutions with customer needs and satisfaction.
Assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

Experience with investments and sales.
Strong investment knowledge and experience.
Background in sales or investments.
Prior experience with investment management and/or wealth management.
Prior Series 7 or Series 63 licensure.
Skills in book-of-business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
Competencies in client relationship management, communicating for impact, decision-making and critical thinking, influencing, managing multiple priorities, products and services, understanding customer needs, and value selling.

Responsibilities

Lead client management activities with clients and prospective clients.
Develop and execute relationship management plans to acquire and retain clients.
Provide an exceptional ongoing client experience.
Manage a book of business and grow it through client expansion and new client acquisition.
Develop and execute strategies to proactively source new banking relationships.
Own communication and contact with existing clients to identify expansion opportunities.
Expand an external network for business development.
Coordinate with the team to determine action plans based on thorough discovery of client needs.
Review client needs assessments to identify changes.
Use knowledge of business-segment capabilities and offerings to address client needs.
Deliver proactive, responsive service that supports client goals and builds client commitment and advocacy.
Hold the team accountable for deliverables.
Manage risk through appropriate client selection and ensure service delivery is consistent with fees charged.
Work with risk partners to escalate client concerns and support timely resolution.
Make appropriate introductions based on knowledge of partner offerings and follow up with partners and clients after introductions.
Complete sales and client relationship management administration tasks accurately and on time.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Contact existing nationwide clients by phone and meet calling goals.

Benefits

Medical and prescription drug coverage, including 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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law.
Between 15 and 25 vacation days each year, depending on career level and years of service.