Relationship Strategist III - PNC Private Bank

PNC•Atlanta, GA

1d•Onsite

About The Position

The Relationship Strategist III works in PNC's Private Bank organization and is based in Atlanta, Georgia. The role leads client management for current and prospective clients, developing and executing plans to acquire and retain clients and deliver an exceptional client experience. The position manages a book of business and is accountable for its growth through expanding existing relationships and acquiring new clients. The strategist coordinates with the team to understand client needs, develop action plans, and deliver proactive, responsive service. The role manages client-related risks, works with risk partners to resolve concerns, and connects clients with relevant partner offerings. It also ensures timely and accurate relationship-management administration and execution of team processes.

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 instead of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Customer-focused approach, including the ability to align business decisions and customized solutions with customer needs and satisfaction.
Ability to assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

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.
Manage a book of business and drive its growth through client expansion and new client acquisition.
Develop and execute strategies for proactively sourcing new bank relationships.
Maintain communication with existing clients and identify opportunities to expand relationships.
Expand the external network for business development.
Coordinate with the team to assess client needs and determine action plans.
Review client needs assessments to identify changes and deliver an exceptional client experience.
Provide proactive and responsive service aligned with client goals and 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 resolve them quickly.
Make appropriate introductions to partners and follow up with partners and clients after introductions.
Complete timely, accurate, and complete sales and client relationship-management administration.
Ensure team processes are executed, 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