Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group
* 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.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our . #J-18808-Ljbffr
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...contribute to the company's success. As an Associate Relationship Strategist Sr. within PNC's Private Bank organization, you will be based in Louisville, KY. PNC...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
- PNC Financial Services Group, Inc. in Louisville, KY is seeking an Associate Relationship Strategist Sr. to support client management and grow a book of business within the Private Bank. The role focuses on delivering exceptional client experiences and proactive relationship...SeniorPrivateWork at office
- PNC Financial Services Group, Inc. in Pittsburgh is seeking a Relationship Strategist II within PNC’s Private Bank to manage and grow a book of business. You will support client management activities, develop and execute relationship plans, and collaborate with partners...Private
- ...Switzerland) AG in Palm Springs is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act. You will identify and deepen... ..., offering holistic financial planning and a broad suite of banking and investment solutions. This role requires strong analytics,...Senior
- ...long-term and profitable client relationships in order to maximize... ...Maintains a client portfolio for the bank, including commercial, middle... ...Manager, Market President, Senior Credit Officer, and Underwriter... ...offer commercial, private banking, consumer, small business...SeniorPrivate
- ...success. We build long-lasting relationships. Texas Capital provides a... ...recently named Best Regional Bank in 2024 by Bankrate and was named... .... Collaborating with Private Bank partners to identify and... ...negotiate and influence at more senior levels of the organization. Demonstrates...SeniorPrivateWork experience placementImmediate startDay shift
- PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will... ...grow assets under management by deepening client relationships. You will identify opportunities to introduce...SeniorPrivate
- ...Hanmi Financial Corporation seeks a Relationship Manager in Torrance, CA to manage a portfolio of private and business clients, drive revenue, and recommend financial... ...role requires a Bachelor's degree or equivalent banking experience, strong sales and credit analysis skills...Senior
- NBH Bank is seeking a Premier & Private Bank Relationship Manager to serve as the main contact for a select group of affluent clients. You will drive deposit portfolio growth and maintain strong relationships between the bank and Premier & Private Bank clients. The role...PrivateWeekend workAfternoon shift
- Job Description At Bank of America, we are guided by a common purpose to help make financial... ..., deepening, and maintaining profitable relationships, collaborating with teammates, and... ...Commercial Bank serves public and private companies with annual revenues of $50 million...SeniorPrivateWork at officeFlexible hoursShift workDay shift
$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...agreements, merger agreements, bank finance agreements, and... ...build and sustain professional relationships• Ability to lead projects or...SeniorPrivateLocal areaVisa sponsorship- U.S. Bank is seeking a Healthcare Banking Relationship Manager to grow and manage healthcare client relationships up to $50MM in annual revenue. You will deliver tailored lending, treasury, payments, and wealth solutions while collaborating with branch, business banking...
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...SeniorPrivate
- Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned... ...and Texas Capital policies. Collaboration with Private Bank partners will expand fiduciary relationships and service excellence. #J-18808-Ljbffr Texas Capital...SeniorPrivate
- ADVI Health, LLC is seeking a Senior Policy Consultant to analyze federal and state health policy issues and translate findings into... ...coverage, reimbursement, and benefit design across public and private payers, with a focus on IRA and MFN policy considerations. Based...SeniorPrivateRemote job
- The Hartford’s Global Financial Lines Directors and Officers (D&O) Claims Group seeks a claims professional to manage a caseload of litigated D&O matters, from inception to disposition, coordinating defense counsel as needed. Hybrid or remote work is available, with office...SeniorPrivateRemote jobWork at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorPrivateWork at office
$190k - $250k
...This RolePartners with Chief Investment Strategist to define and communicate iCapital global investment strategy across public and private markets. Leads research initiatives, generates... ...seeking a Global Investment Strategist - Senior Vice President to join their Private...SeniorPrivate- About US Private Bank (USPB)With more than 160 years of experience, J.P. Morgan Private Bank... ...business model focuses on deep client relationships through an integrated team structure with... ...Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product...SeniorPrivate
- ...allows us to bring the best of the big banks at a scale that makes sense for our clients... ...business success. We build long lasting relationships. Headquartered in Dallas with offices in... ...Banking strategy within the Private Bank and tactical business plans for driving...PrivateInterim roleImmediate start
- ...will foster productive working relationships and influence decision-making... ...Strategy team partners with senior leaders to define and execute... ...are a leader in investment banking, consumer and small business... ...leading investment management and private banking solutions. Asset...SeniorPrivate
$88.58k - $147.6k
...goals. Job Overview: The AVP, Senior Trustee Consultant will be an... ...wholly owned subsidiary The Private Trust Company. Our innovative... ...maintain investment management and relationship management responsibilities.... ...-dealer or in a traditional bank/trust company. Knowledge of...SeniorPrivateWork at officeWork from home- ...Senior Auditor Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening governance and driving... ...auditors, and regulators establishing strong working relationships while maintaining independence Take ownership of self...SeniorPrivateVisa sponsorship
- ...Make banking a Fifth Third better® We connect great people to great... ...opportunities. GENERAL FUNCTION: The Senior Trust Advisor will provide... ...existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional...SeniorPrivateBank staffWork at office
- Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in... ...plan administration platform.As a Senior Auditor on the Private Bank/Wealth Management... ...regulators establishing strong working relationships while maintaining independenceTake...SeniorPrivateVisa sponsorship
- ...you ready to help shape the future of private banking for advisors at the world’s premier global... ..., elegant solutions that strengthen relationships and deliver measurable impact. If you... ...and articulate design decisions to senior stakeholders and leadership. Advocate...SeniorPrivate
- The Senior Mortgage Loan Officer is accountable for originating residential... ...loans to meet or exceed the Bank's credit quality,... ...Create, develops, and maintains relationships with referral and industry sources... ...pertaining to both private and government-insured mortgages...SeniorPrivatePermanent employmentLocal area
$117k - $175k
...Job Description At Bank of America, we are guided by a common... ...monitoring portfolio performance. The Senior Credit Underwriter (SCU)... ...and expand custom lending relationships with strategic wealth clients... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateWork at officeShift workDay shift- ...Banc of California is seeking a seasoned relationship manager to develop and manage a portfolio of privately held business clients in a dynamic banking environment. You will lead negotiations, grow revenue, and provide financial advice while maintaining strong client...Senior
- ...for our advisors to use across the U.S. Private Bank and U.S. Wealth channels to deliver the... ...of our firm and deepen our client relationships.To help achieve this goal, we invite you... ...and transformative program with strong senior leadership support and team with track...SeniorPrivateWork at office
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