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PNC · 1 month ago

Senior Relationship Manager - PNC Private Bank

Atlanta, GA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services company that values its employees as its greatest differentiator. As a Senior Relationship Manager within PNC Private Bank, you will be responsible for managing and expanding a complex book of business, ensuring exceptional client experiences, and coordinating with teams to meet client needs.

BankingFinanceFinancial Services

No H1B

Responsibilities

Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors in developing team members

Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. Has working 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. Holds team accountable for deliverables

Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development

Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to escalate client concerns to bring about quick resolution. Has well developed knowledge of partner offerings to make business-appropriate introductions. Is accountable to partners for follow up and client communication after initial introduction

Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. May train, coach and/or mentor other team members. May participate in special projects to strengthen the overall business

Qualification

Client Relationship BuildingFinancial AnalysisIdentifying Sales OpportunitiesCustomer EngagementDecision MakingInfluencingManaging Multiple PrioritiesUnderstanding Customer NeedsValue SellingEffective Communications