PNC · 1 month ago
Senior Relationship Strategist - PNC Private Bank
Louisville, KY
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expPNC is a company that values its people as its greatest differentiator and competitive advantage. The Senior Relationship Strategist will lead client management activities, develop and execute relationship management plans, and ensure exceptional client experiences.
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
Required
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
Roles at this level typically require a university / college degree
Higher level education such as a Masters degree, PhD, or certifications is desirable
Industry relevant experience is typically 8+ years
Specific certifications are often required
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Bachelors
Preferred
Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities
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
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level; and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
The Orlando Sentinel
2026-01-17
Company data provided by crunchbase