Apply on Employer Site

PNC · 1 day ago

Sr. Relationship Strategist - PNC Private Bank

Fort Worth, TX

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

PNC is a company that values its people as its greatest differentiator and competitive advantage. As a Senior Relationship Strategist within the PNC Private Bank organization, you will manage client relationships and execute strategies for client acquisition and retention, ensuring an exceptional client experience.

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. May assist 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 well developed 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 ManagementFinancial AnalysisDecision MakingIdentifying Sales OpportunitiesCustomer EngagementBook Of BusinessCommunicating for ImpactInfluencingManaging Multiple PrioritiesUnderstanding Customer NeedsValue Selling

Required

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

Roles at this level typically require a university / college degree

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