Relationship Strategist III - PNC Private Bank
About The Position
Leads client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development. Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. 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. Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to escalate client concerns to bring about quick resolution. Has working 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. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
Requirements
- University / college degree, with 5+ years of industry-relevant experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Customer Focused - 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.
- Managing Risk - 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.
Nice To Haves
- Book Of Business
- Client Relationship Building
- 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
- Leads client management activities with clients and prospective clients.
- Responsible for the development and execution of a relationship management plan to acquire and retain clients.
- Accountable for ongoing exceptional client experience.
- Responsible for managing a book of business.
- Held accountable for the growth of their book of business through client expansion and new client acquisition.
- Develops and executes strategies for proactively sourcing new relationships for the bank.
- Owns communication and contact with existing clients to ensure expansion opportunities are captured.
- Consistently seeks ways to expand his/her external network for business development.
- Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
- Consistently reviews needs assessment with clients to determine changes.
- Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
- Holds team accountable for deliverables.
- Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged.
- Works with risk partners to escalate client concerns to bring about quick resolution.
- Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
- Ensures the execution of team processes, such as pre-call planning, post-call debriefs and 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
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
