Senior Relationship Strategist - PNC Private Bank

PNC Bank•Philadelphia, PA

3d•Onsite

About The Position

As a Senior Relationship Strategist in PNC’s Private Bank organization, based in Philadelphia, Pennsylvania, you lead client management activities and manage a book of business. You develop and execute relationship management plans to acquire and retain clients, deliver an exceptional ongoing client experience, and grow the business through client expansion and new client acquisition. The role is based in PNC’s in-office work environment; candidates are encouraged to discuss workplace expectations with their recruiter and hiring manager. You coordinate with team members to discover client needs, review needs assessments, and develop action plans. You provide proactive and responsive service aligned with client goals, manage risk through appropriate client selection, and coordinate with risk partners to resolve client concerns. You also work with business partners to make appropriate introductions and remain accountable for follow-up and client communication. The role may involve developing, training, coaching, or mentoring team members, participating in special projects, and ensuring that team processes and relationship-management administration are completed effectively. PNC emphasizes customer focus and effective management of business risks. Industry-relevant experience is typically eight or more years. A bachelor’s degree is listed; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.

Requirements

Industry-relevant experience is typically eight or more years.
Bachelor’s degree; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Demonstrated knowledge, skills, and abilities appropriate to the role.
Skills and competencies include client relationship management, communication, decision making and critical thinking, influencing, managing multiple priorities, knowledge of products and services, understanding customer needs, and value selling.
PNC employee expectations include customer focus and effective management of risks associated with business objectives and activities.

Nice To Haves

Higher-level education such as a master’s degree or Ph.D. is desirable.
Certifications are desirable; the posting states that specific certifications are often required, but lists no required certifications for this position.
Preferred skills include book-of-business management, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.

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 remain accountable for its growth through client expansion and new client acquisition.
Deliver an exceptional ongoing client experience through proactive and responsive service aligned with client goals.
Coordinate with the team to discover client needs and determine action plans; regularly review needs assessments with clients.
Develop and execute strategies to source new relationships for the bank and expand an external business-development network.
Maintain communication and contact with existing clients to identify and capture expansion opportunities.
Manage risk through appropriate client selection and ensure service delivery is consistent with fees charged.
Work with risk partners to escalate client concerns and support timely resolution.
Make business-appropriate introductions to partners and remain accountable for follow-up and client communication after introductions.
Complete timely, accurate, and thorough sales and client relationship management administration tasks.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Hold the team accountable for deliverables.
May assist in developing, training, coaching, or mentoring team members.
May participate in special projects to strengthen the overall business.

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 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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law.
Between 15 and 25 vacation days each year, depending on career level and years of service.