Relationship Manager III - Private Bank Connect

PNC Bank•Cleveland, OH

4d•Onsite

About The Position

The Relationship Manager III is a business development officer within PNC's Private Bank Connect organization. The role manages an established book of business and contacts existing nationwide clients by phone to identify investment and banking opportunities, meet calling goals, and expand relationships. These are warm leads, and the position involves substantial client communication but is not client-facing in person. The position may be based in Cleveland, Ohio, or another location within the PNC Private Bank footprint; PNC describes itself as an in-office company and encourages candidates to confirm workplace expectations with the recruiter and hiring manager. The Relationship Manager develops and executes plans to acquire and retain clients, grow the book through client expansion and new acquisition, and deliver an exceptional client experience. The role coordinates with teammates and business partners to understand client needs, make appropriate introductions, follow up, manage risk, and maintain complete and timely sales and relationship-management records. The position is incentive eligible, with payments based on company, business, and/or individual performance. PNC will not sponsor employment visas or participate in STEM OPT for this position.

Requirements

Typically requires a university or college degree and 5+ years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Bachelor's degree listed as the education requirement.
Demonstrated knowledge, skills, and abilities appropriate to the role, including customer focus and effective risk management.
Strong investment knowledge and experience are described as ideal; a background in sales or investments is desirable for success.
Must be able to communicate with clients by phone and meet calling goals.
No required certification or license is listed.
PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

Experience with investments and sales.
Prior investment-management and/or wealth-management experience.
Prior Series 7 or Series 63 licensure; these licenses are not required.
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 relationships and expand an external network for business development.
Contact existing nationwide clients by phone to identify investment and banking opportunities and meet calling goals.
Own communications with existing clients to capture expansion opportunities and provide proactive, responsive service.
Coordinate with the team to determine action plans based on discovery of client needs, and regularly review needs assessments with clients.
Use knowledge of business-segment capabilities and partner offerings to make appropriate introductions, then follow up with partners and clients.
Hold the team accountable for deliverables and ensure execution of pre-call planning, post-call debriefs, and relationship reviews.
Manage risk through appropriate client selection, align service delivery with fees, and work with risk partners to escalate and resolve client concerns.
Maintain timely, accurate, and complete sales and client relationship-management administration tasks.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
401(k) with PNC match.
Pension plan.
Stock purchase plans.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
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.
Incentive compensation based on company, business, and/or individual performance.