Senior Relationship Strategist - PNC Private Bank

PNC•Philadelphia, PA

5d•Onsite

About The Position

As a Senior Relationship Strategist in PNC's Private Bank organization, based in Philadelphia, Pennsylvania, you will lead client management activities and develop and execute relationship management plans to acquire and retain clients. You will manage a book of business, provide an exceptional client experience, and may assist in developing other team members. The role is in-office; PNC encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. You will coordinate with the team to discover client needs, determine action plans, and periodically review clients' needs. The role requires knowledge of business-segment capabilities and offerings, proactive and responsive service, and accountability for team deliverables. You will grow the book of business through client expansion and new-client acquisition, source new relationships, maintain communication with existing clients, and build an external network for business development. The position also manages risk through appropriate client selection, works with risk partners to resolve client concerns, and makes suitable introductions to partner offerings while following up with clients. You will complete sales and relationship-management administration accurately and on time, support team processes such as pre-call planning and relationship reviews, and may train, coach, or mentor colleagues or participate in special projects. PNC expects employees to focus on customers and effectively manage risks in accordance with its Enterprise Risk Management Framework.

Requirements

Typically requires a university or college degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Typically requires 8 or more years of industry-relevant experience.
Demonstrated appropriate knowledge, skills, and abilities for the role.
Bachelor's degree listed as the education requirement.
No required certifications or licenses.
No required or preferred language assessments.

Nice To Haves

Higher education such as a master's degree or PhD, or certifications, is desirable.
Preferred skills: book-of-business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
Relevant competencies include 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 existing and prospective clients.
Develop and execute relationship management plans to acquire and retain clients, and manage a book of business.
Deliver an exceptional client experience and coordinate with the team to discover client needs and establish action plans.
Review client needs assessments and provide proactive, responsive service aligned with client goals.
Hold the team accountable for deliverables and execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Grow the book of business through client expansion and new-client acquisition; source new relationships and build an external network for business development.
Maintain communication with existing clients to identify and capture expansion opportunities.
Manage risk through appropriate client selection and service delivery consistent with fees charged; work with risk partners to escalate and resolve client concerns.
Make appropriate introductions to partner offerings and follow up with partners and clients after introductions.
Complete sales and client relationship-management administration accurately and on time.
May train, coach, or mentor team members and participate in special projects.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
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 and back-up child or elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
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, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.