Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Relationship Strategist - PNC Private Bank

Fairygodboss

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description 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 escape 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Book Of Business Client Relationship Building Customer Engagement Decision Making Financial Analysis Identifying Sales Opportunities Competencies Customer Experience Management. Customer Service Management Decision Making and Critical Thinking Effective Communications Influencing Managing Multiple Priorities Products and Services Selling. Understanding Customer Needs Value Selling Work Experience 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. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: 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; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include 'accommodation request' in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr Fairygodboss

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Relationship Strategist - PNC Private Bank in Austin, TX vacancy
  •  ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the...  ...contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC... 
    Senior
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Austin, TX
    1 day ago
  • JPMorgan Chase & Co. in Austin, TX seeks an experienced Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable business...  ..., coordinate with Branch, Wealth Management and Private Bank, oversee risk management, and ensure end-to-... 
    Senior
    Private

    JPMorgan Chase & Co.

    Austin, TX
    1 day ago
  • Fairygodboss is hiring a Senior Relationship Strategist in Austin, TX, to foster strong client relationships within the PNC Private Bank organization. This role requires a focus on client acquisition and retention, with responsibilities including leading client management... 
    Senior
    Private

    Fairygodboss

    Austin, TX
    14 hours ago
  • PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist based in Austin, TX. This role involves leading client management activities to improve relationships, ensuring client experience, and developing a relationship management plan. The ideal candidate... 
    Senior
    Private

    PNC Financial Services Group, Inc.

    Austin, TX
    4 days ago
  • PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet... 
    Private
    Work at office

    PNC

    Austin, TX
    14 hours ago
  • $10 per hour

     ...customer focused, enjoy building relationships and providing financial advice to...  ...a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of...  ...with Branch, Wealth Management and Private Bank to identify and deliver... 
    Senior
    Private
    Work experience placement
    Work at office

    JPMorgan Chase Bank, N.A.

    Austin, TX
    2 days ago
  • PNC Financial Services Group, Inc. is looking for a professional in Austin, Texas to provide...  ...analyzing and mitigating credit risk, building relationships with clients and internal partners, and ensuring compliance with banking regulations. The position offers a robust... 
    Senior
    Private

    PNC Financial Services Group, Inc.

    Austin, TX
    2 days ago
  • JPMorgan Chase is seeking a Private Client Banker in Austin, Texas. In this role, you will provide exemplary service to affluent clients while managing their complete banking relationships. The position demands strong relationship-building skills and financial product... 
    Private

    JPMorgan Chase

    Austin, TX
    14 hours ago
  • PNC Financial Services Group, Inc. in Austin, TX, seeks a Senior Investment Advisor within its Private Bank to manage client accounts and deliver tailored investment strategies. Based in Austin, you will provide expert guidance, market insights and performance reporting... 
    Senior
    Private

    PNC Financial Services Group, Inc.

    Austin, TX
    2 days ago
  •  ...life they envision through a personal relationship with their advisory team committed to...  ...insights of Merrill coupled with the banking convenience of Bank of America....  ...resilient, results-focused, and effective. Private Wealth Strategist The Private Wealth Strategist, part... 
    Private
    Private practice
    Work at office
    Shift work
    Day shift

    Bank of America

    Austin, TX
    1 day ago
  • Bank of America is hiring a Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves developing wealth transfer strategies for...  ...focusing on customized planning strategies and client relationships. Candidates should have at least 7 years in... 
    Private

    Bank of America

    Austin, TX
    4 days ago
  • $76.52k - $163.9k

     ...Sr. Practice Solutions Relationship Manager The Practice Solutions team is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical...  ...to clients and a resource to the Bank in developing & retaining business.... 
    Senior
    Private
    Work experience placement
    Local area
    Flexible hours

    UMB Bank

    Austin, TX
    1 day ago
  •  ...net worth clients as part of a broader Private Banking team. Meets with internal and external...  ...and services.* Proficient at building relationships with internal and external partners, clients...  ...banking policies and regulations.PNC’s total rewards package includes things... 
    Private

    PNC Financial Services Group

    Austin, TX
    2 days ago
  • Position Overview At PNC, our people are our greatest differentiator and...  ...to the company’s success. As a Senior Investment Advisor within PNC's Private Bank, you will be based in Austin, TX....  ...modeling, investment management, relationship management, client relationship management... 
    Senior
    Private
    Temporary work
    Work at office

    PNC Financial Services Group, Inc.

    Austin, TX
    2 days ago
  • Broadway Bank in Austin is looking for a Portfolio Manager III to assist in managing credit relationships across Commercial, Business, and Private Banking sectors. Responsibilities include overseeing underwriting, providing credit insights during customer calls, and supervising... 
    Senior
    Private

    Broadway Bank

    Austin, TX
    14 hours ago
  • Tarvos Talent is partnering with a private family office in Austin, Texas, to hire a Senior Tax Accountant. This role involves managing complex tax matters supporting a sophisticated real estate investment portfolio. The ideal candidate will have a CPA license and over... 
    Senior
    Private
    Work at office

    Tarvos Talent

    Austin, TX
    14 hours ago
  •  ...A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering...  ...'s Degree in Finance and significant experience in credit/banking. This role offers the opportunity to develop new business and... 
    Senior
    Private

    BOK Financial

    Austin, TX
    1 day ago
  • $365k - $420k

    Leveraged Finance/Private Credit Senior Associate Job ID: 1974 Position: Associate Location: Austin...  ..., private credit funds, BDCs, and non-bank lenders in complex, sponsor-backed...  ...confidence to manage workstreams and client relationships. Please submit (i) cover letter, (ii)... 
    Senior
    Private
    Work at office
    3 days per week

    Morgan, Lewis & Bockius LLP

    Austin, TX
    1 day ago
  •  ...a well‑capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity...  ...excels at building trusted client relationships, attracting assets, and...  ...Coordinate with commercial banking, private banking, and other internal... 
    Senior
    Private

    FinTrust Connect

    Austin, TX
    14 hours ago
  •  ...Fifth Third Bank, N.A. is seeking a Business Banking Relationship Manager II in Austin, Texas. The role focuses on managing client relationships and developing business opportunities for companies with annual gross sales between $2MM and $10MM. The ideal candidate will... 
    Senior

    Fifth Third Bank, N.A.

    Austin, TX
    2 days ago
  •  ...Fifth Third Bank is looking for a Business Banking Relationship Manager II in Austin, Texas. The ideal candidate will be responsible for business development, managing client relationships, and offering financial solutions to businesses with annual sales between $2MM and... 
    Senior

    Fifth Third

    Austin, TX
    4 days ago
  •  ...****@*****.***. Senior Trust Officer Areas of...  ...satisfaction in building meaningful relationships and helping others by...  ...enthusiast like yourself to join our Private Wealth team as a Trust...  ...impact on the success of the bank, customers and your own career... 
    Senior
    Private
    Local area

    BOK Financial

    Austin, TX
    4 days ago
  • $160k - $200k

     ...engagement. Our clients include many of the world's leading banks, private banks, wealth management firms, life and annuity...  ...plans to penetrate target accounts and grow existing relationships Engage C-level and senior decision-makers to understand their business... 
    Senior
    Private
    Flexible hours

    AssetMark

    Austin, TX
    4 days ago
  • $68.08k - $113.4k

     ...Senior Trustee Consultant Where Ambition Meets Innovation...  ...wholly owned subsidiary The Private Trust Company. Through our delegated...  ...investment management and relationship management responsibilities....  ...information regarding an applicant's bank or credit card. Should you... 
    Senior
    Private
    Work experience placement
    Work from home

    LPL Financial

    Austin, TX
    1 day ago
  •  ...GRPV, Woodlands -WDLND Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available...  ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand... 
    Senior
    Private
    Local area

    BOK Financial

    Austin, TX
    1 day ago
  •  ...with clients and prospects on PNC's ability to assist them...  ...maintain and/or strengthen our relationships and to provide industry insights...  ...managers, Corporate Banking leadership team, and the transactional...  ...provide direction to wealth strategists and associates.* Retains and... 
    Private

    PNC Financial Services Group, Inc.

    Austin, TX
    14 hours ago
  •  ...BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial...  ...Bachelor's Degree in Finance and substantial experience in credit/banking, possessing strong analytical and business development skills.... 
    Senior
    Private

    BOK Financial

    Austin, TX
    4 days ago
  •  ...Bank of America is seeking a Business Banking Advisor in Austin, Texas. The role requires managing a portfolio of clients with annual...  ...-50 million while providing financial solutions and fostering relationships. Candidates should have over five years of experience in... 
    Senior
    Full time

    Bank of America

    Austin, TX
    1 day ago
  • JPMorgan Chase & Co. in Austin, Texas is seeking a Private Client Banker to be the main point of contact for affluent clients. The role involves managing client relationships, providing tailored banking solutions, and acquiring new clients through referrals. The ideal candidate... 

    JPMorgan Chase & Co.

    Austin, TX
    4 days ago
  • Prosperity Bank is seeking a Commercial Lender for their Austin/Westlake location to grow and retain profitable relationships. The role emphasizes client relationship management and cross-selling banking products. The ideal candidate will have at least seven years of lending... 
    Senior

    Prosperity Bank

    Austin, TX
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Strategist - PNC Private Bank. Be the first to apply!