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PNC · 4 weeks ago

Relationship Manager III

Cleveland, OH

Full-time

Onsite

Mid, Senior Level

$65K/yr - $247K/yr

5+ years exp

PNC is a financial services company that emphasizes the importance of its people in delivering exceptional customer experiences. The Relationship Manager III role involves managing client relationships, developing strategies for client acquisition and retention, and ensuring exceptional client service while managing risk and compliance.

BankingFinanceFinancial Services

No H1B

Responsibilities

Leads 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

Responsible for managing a book of business

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

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

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 working 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

Qualification

Client Relationship ManagementFinancial AnalysisIdentifying Sales OpportunitiesBook Of BusinessCustomer EngagementCommunicating for ImpactInfluencingManaging Multiple PrioritiesUnderstanding Customer NeedsValue SellingDecision Making

Required

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience

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