Apply on Employer Site

PNC · 1 month ago

Associate Relationship Strategist - PNC Private Bank

Baltimore, MD

Full-time

Onsite

Entry Level

$45K/yr - $112K/yr

2+ years exp

PNC is a company that values its employees as its greatest differentiator and competitive advantage. As an Associate Relationship Strategist within PNC's Private Bank organization, you will support Relationship Strategists and assist with client management activities to deliver an exceptional client experience.

BankingFinanceFinancial Services

No H1B

Responsibilities

As directed, supports client management activities with clients and prospective clients. Helps coordinate team members and other PNC partners to deliver an exceptional client experience

Helps support the development and execution of a relationship management plan

Helps coordinate team members and other PNC partners to deliver an exceptional client experience

Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Has sufficient 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

Helps support a book of business. As directed, helps develop and execute strategies for proactively sourcing new relationships for the bank. Serves as a point of communication and contact with existing clients and prospects to ensure expansion opportunities are captured

Manages risk through adherence to AMG policies and procedures. Works with risk partners to escalate client concerns to bring about quick resolution. Has sufficient knowledge of partner offerings to make business-appropriate introductions

As directed, maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Helps ensure the execution of team processes (e.g. pre-call planning, post-call debriefs, relationship reviews)

Qualification

Client Relationship ManagementSales ExperienceBook Of BusinessFinancial AnalysisIdentifying Sales OpportunitiesCustomer EngagementUnderstanding Customer NeedsCommunicationDecision Making

Required

Must have excellent communication skills

Must be interested in growth and development

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Bachelors