Relationship Manager III - Private Bank Connect

PNC•Atlanta, GA

5d•$112,000 - $249,600•Onsite

About The Position

PNC is hiring a Relationship Manager III for its Private Bank Connect organization. The role may be based in Cleveland, Ohio, or another location within the PNC Private Bank footprint. This is a business development role focused on identifying investment and banking opportunities within an established book of business. The Relationship Manager contacts nationwide clients by phone, including warm leads, and is expected to meet calling goals. The position involves substantial client communication but is not client-facing. The Relationship Manager leads client management activities and develops and executes relationship plans to acquire and retain clients. The role manages a book of business and is accountable for its growth through client expansion and new client acquisition, while providing an exceptional client experience. It coordinates with internal teams and partners, manages risk, and maintains accurate sales and client relationship administration. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires a bachelor's degree or university/college degree and at least 5 years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Customer-focused approach, including using customer needs and satisfaction to create customized solutions.
Ability to assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.
No required certifications.
No required licenses.

Nice To Haves

Experience with investments and sales.
Strong investment knowledge and experience.
Prior experience in investment management or wealth management.
Background in sales or investments.
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, critical thinking, influencing, managing multiple priorities, knowledge of 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.
Manage a book of business and grow it through client expansion and new client acquisition.
Proactively source new bank relationships and expand an external network for business development.
Contact existing nationwide clients by phone, including warm leads, and meet calling goals.
Own communications with existing clients to identify and capture expansion opportunities.
Coordinate with the team to determine action plans through discovery of client needs, and review needs assessments with clients to identify changes.
Use knowledge of business-segment capabilities and offerings to provide responsive service and support client goals.
Hold the team accountable for deliverables and ensure client commitment and advocacy.
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 quick resolution.
Make appropriate introductions to partners, and remain accountable for follow-up and client communication after introductions.
Maintain timely, accurate, and complete sales and client relationship management administration.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.

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.
Up to 11 paid holidays each year.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and years of service.