Senior Client Manager - PNC Private Bank
About The Position
Responsible for the delivery of the most complex client relationship management activities and execution of the client experience and strategy in coordination with Relationship Strategists and Functional Advisors. Leads internal team coordination through the entire client life cycle (prospecting, onboarding, and ongoing relationship management). Serves as the clients' main point of contact for all ongoing client relationship management related activities in support of the client experience as directed by advisors or internal partners. Handles higher volume, higher visibility and more complex clients or a larger number of clients. Responsible for account opening communications and client meeting preparation. Coordinates with internal team members and specialists to address client needs and resolve client complaints and issues. Independently manages processes outlined in the client service agreement and partners to resolve challenges regarding implementation and client issues. Serves as an escalation point for high severity requests or issues. Identifies the best solution to maintain a positive client relationship. Actively remains up to date with current products, services, business events, and market trends. Has well developed knowledge of all business segment capabilities and offerings. Identifies and develops new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Leverages industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. Serves as an escalation point and training resource to junior staff. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.
Requirements
- University/college degree (or comparable combination of education, job-specific certification, and experience including military service).
- 8+ years of industry relevant experience.
- Knowledge of client relationship management.
- Ability to communicate for impact.
- Proficiency in Customer Relationship Management Applications.
- Strong decision-making and critical thinking skills.
- Flexibility and adaptability.
- Ability to manage multiple priorities.
- Knowledge of products and services.
Nice To Haves
- Higher level education such as a Masters degree, PhD, or certifications.
Responsibilities
- Delivery of complex client relationship management activities and execution of client experience and strategy.
- Lead internal team coordination through the entire client life cycle (prospecting, onboarding, and ongoing relationship management).
- Serve as the client's main point of contact for ongoing client relationship management activities.
- Handle higher volume, higher visibility, and more complex clients or a larger number of clients.
- Manage account opening communications and client meeting preparation.
- Coordinate with internal team members and specialists to address client needs and resolve complaints/issues.
- Independently manage processes outlined in the client service agreement and partner to resolve challenges.
- Serve as an escalation point for high severity requests or issues.
- Identify the best solution to maintain a positive client relationship.
- Stay up-to-date with current products, services, business events, and market trends.
- Identify and develop new servicing opportunities with existing clients.
- Inform customers of appropriate products/services, rates, and other opportunities.
- Serve as an escalation point and training resource to junior staff.
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
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- Between 15 to 25 vacation days each year, depending on career level and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
