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Senior Relationship Strategist - PNC Private Bank

Fairygodboss

Senior Relationship Strategist within PNC's Private Bank organization, based in Troy, Michigan. Responsibilities Lead client management activities and develop a relationship management plan to acquire and retain clients. Accountable for ongoing exceptional client experience and managing a book of business. May assist in developing team members. Coordinate with team to determine action plan through discovery of client needs and deliver an exceptional client experience. Review needs assessment with clients to determine changes. Ensure strong client commitment by delivering proactive and responsive service. Hold accountable for growth of the book of business through client expansion and new client acquisition. Develop and execute strategies for sourcing new relationships and confirm expansion opportunities. Manage risk through appropriate client selection and ensure service delivery consistent with fees. Escalate client concerns with risk partners for quick resolution. Make business‑appropriate introductions. Maintain timely, accurate sales and client relationship management administration tasks, execute team processes, and may train, coach, and/or mentor other team members. May participate in special projects. PNC will not provide sponsorship for employment visas. Qualifications 8+ years of relevant industry experience; university degree preferred (Masters or higher desired). Strong knowledge of financial products, client relationship building, and business development. Excellent decision‑making, critical thinking, and communication skills. Ability to assess and manage risk. Ability to work effectively across multiple priorities. Preferred Skills Book of business management Client relationship building Customer engagement Decision making Financial analysis Sales opportunity identification Competencies Customer experience management Customer service management Decision making & critical thinking Effective communication Influencing Managing multiple priorities Products and services knowledge Value selling Understanding customer needs Education and Certifications Education: Bachelor's degree. Certifications: None required. Licenses: None required. Benefits PNC offers medical, prescription drug, dental and vision coverage, life insurance, disability protection, 401(k), pension and stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, wellness program, and paid time off including maternity or parental leave, paid holidays, and vacation days. Disability Accommodations Statement To request an accommodation for the application process, contact View email address on click.appcast.io or call View phone number on click.appcast.io and say “Workday.” All information will be kept confidential. Equal Employment Opportunity 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 FDIA and SAFE Act and FINRA requirements. #J-18808-Ljbffr

Vacancy posted 1 day ago
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