Associate Relationship Strategist - PNC Private Bank jobs in United States
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PNC · 6 hours ago

Associate Relationship Strategist - PNC Private Bank

PNC is a leading financial institution that values its employees and fosters an inclusive workplace culture. The Associate Relationship Strategist will support client management activities, coordinate with team members, and help develop and execute relationship management plans to enhance client experiences.

BankingFinanceFinancial Services
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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 ManagementFinancial AnalysisIdentifying Sales OpportunitiesBook Of BusinessCustomer EngagementCommunicating for ImpactManaging 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 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

Preferred

Book Of Business
Client Relationship Building
Credit
Credit Products
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities
Client Relationship Management
Communicating for Impact
Decision Making and Critical Thinking
Influencing
Managing Multiple Priorities
Products and Services
Understanding Customer Needs
Value Selling

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
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Years of service

Company

PNC is a financial service company providing bank deposits products and services to its community.

Funding

Current Stage
Public Company
Total Funding
unknown
1975-11-17IPO

Leadership Team

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Keith Hayes
SVP, PNC Aviation Finance
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M
Michael Gaber
Senior Vice President - Originations
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