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... ...and fostering an inclusive workplace culture. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Louisville, KY....SeniorPrivateTemporary work
$121.9k - $262.1k
...Make banking a Fifth Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high... ...(WMAs) and the broader Private Bank team to lead discovery,... ...acquire and retain key client relationships by delivering comprehensive...SeniorPrivateBank staffShift work- ...PNC in Louisville, KY seeks a Relationship Strategist III to lead client management and acquire new clients, ensuring an exceptional client experience. The candidate needs a Bachelor's degree and at least 5 years of relevant experience in the financial industry. Responsibilities...Senior
- ...Position Overview At PNC, our people are our greatest differentiator... ...the company’s success. As a Relationship Banker Business Specialist... ...for Consumer and Business Banking opportunities under 2MM in sales... ..., including PNCWM, PNC Private Bank, Business Banking and Mortgage...PrivateFull timeTemporary workWork experience placementWork at office
$81.2k - $101.5k
...Description Title: Senior Lender, Affordable Housing Employee Status... ...for managing borrower relationships and underwriting loans. The Senior... ...with a variety of public and private sources, including Low-Income... ..., and the Federal Home Loan Bank’s AHP. Special Knowledge and...SeniorPrivatePermanent employmentFull timeTemporary workSummer workCasual workWork at officeLocal areaRemote workRelocation packageFlexible hoursAfternoon shift- Position Overview At PNC, our people are our greatest differentiator... ...the company’s success. As a Relationship Banker Business Specialist... ...for Consumer and Business Banking opportunities under 2MM in sales... ..., including PNCWM, PNC Private Bank, Business Banking and Mortgage...PrivateFull timeTemporary workWork experience placementWork at officeShift work
- ...student-first mindset. As one of the largest private nursing colleges in the country, we... ...team, we’d love for you to apply for the Senior Financial Analyst position today! Position... ...assistance services, and preferred banking partnerships. Education assistance (tuition...SeniorPrivateFull timeTemporary workPart timeFlexible hours
$17 - $29.75 per hour
...Relationship Banker Job Locations US-KY-Louisville Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID... ...Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial...PrivateFull timeImmediate start- ...you are a proven leader, enjoy building relationships, and providing support to your team and... ...for you. As an Area Manager in Business Banking, you'll lead a team of Business Relationship... ..., Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric...PrivateWork experience placementWork at officeLocal area
- ...you are a proven leader, enjoy building relationships, and providing support to your team and... ...for you. As an Area Manager in Business Banking, you'll lead a team of Business Relationship... ..., Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client‑...PrivateWork experience placementWork at officeLocal area
- ...apply)job requisition id: R63679**Make banking a Fifth Third better** We connect great... ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating... ...to expand and deepen household relationship.* Demonstrates proficiency in the utilization...PrivateWork experience placementPrivate practiceWork at office
- ...share of wallet for Consumer and Business Banking opportunities under 2MM in sales... ...managing and growing Business Banking relationships under 2MM in sales revenue. Takes action... ...of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies...Private
- ...delivering successful projects to a broad range of public and private sector clients, including local and federal government agencies... ...on project planning and forecasting. Manage client relationships, ensuring expectations are met and concerns are addressed promptly...SeniorPrivatePermanent employmentContract workTemporary workFor subcontractorLocal area
$139.2k - $293.5k
...industry. Job Description: As a Senior Manager in our Tax Accounting Services (... ...compliance, and research Develop high-level relationships with clients, prospects, and referral... ...to provide audit services to public and private entities while also helping clients...SeniorPrivateWork at officeLocal areaRemote workWorldwide- ...A financial services company in Louisville, Kentucky, is seeking a Client Relationship Manager. This role involves driving client retention, enhancing client experience, and solving complex issues collaboratively. Candidates should have 3-5 years of experience and strong...Senior
$65k - $80k
...Freedom Senior Services is a leading Medicaid-focused Home and Community-Based Services... ...employees while managing the day-to-day relationship with Paychex and leveraging their platform... ...supporting payroll in a high‑growth or private equity‑backed environment. Core...SeniorPrivateHourly payFull timeWork at officeLocal areaWork from homeFlexible hours- ...Director of Credit Services and with the Relationship Managers to provide financial and cash... ...authorities including Relationship Managers, Senior Management, Officers Loan Committee, and... ...reports on various aspects of the bank’s loan portfolio (10%) Qualifications Education...Senior
$115k
...Senior Credit Officer – Up to $115K – Louisville, KY Who We Are The Symicor Group is a... ...centers around providing the best available banking and accounting talent, with most of our... ...experience. Excellent negotiation, relationship-building, and professional reliability....Senior- ...region. Monroe Shine is committed to serving private businesses, their owners, individuals,... ...! We are looking for an experienced Tax Senior Accounting Professional to manage the... ...clients Develop new client contacts and relationships beneficial to the firm Develop tax...SeniorPrivateLocal area
$150k - $165k
Overview Senior Audit Manager | Louisville, Kentucky | 7+ years Public Accounting experience They’re hiring a Senior Audit Manager in... ...specialism is recruiting for CPA firms as well as some assignments in private industry to support his CPA firm’s clients. Outside of work he’...SeniorPrivateFull timeWork at office- ...delivering successful projects to a broad array of clients in the public and private sectors, including with local and federal government. Cornerstone Engineering is seeking an experienced Senior Structural Engineer to join our dynamic engineering consulting team. As a...SeniorPrivateLocal area
- ...taking care of our employees, building relationships, and delivering extraordinary customer service... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth... ...teammates’ success and the goals of the bank, while fostering a culture of diversity...
- ...Description Description We're looking for a Senior Architectural Historian to join the HMB... ...marketing materials Grant writing (private, federal, state) Other duties as... ...implementing regulations Established working relationship with the state Historic Preservation...SeniorPrivatePart timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success.... ...financial statement analysis, and risk assessment across credit relationships-particularly more complex portfolios-to proactively identify...SeniorWork experience placementLocal area
- ...taking care of our employees, building relationships, and delivering extraordinary customer service... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth... ...teammates’ success and the goals of the bank, while fostering a culture of diversity...
- ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Seasonal workWork at officeWork from homeShift workDay shift
- ...Senior Banker Merrillville, Indiana;New Albany, Indiana To proceed with your application... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...responsibilities include deepening client relationships through platform services, supporting...SeniorWork at officeFlexible hoursShift workWeekend workDay shift
$200k - $230k
...Overview Old National Bank has been serving clients and communities since 1834. With... ...Excellent analytical, communication and relationship‑building skills. Ability to effectively... ...various bank legal projects as determined by senior legal leadership. Manage outside counsel...SeniorFull timeWork at office- ...Business Banking Consultant Senior If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking,...SeniorWork experience placementLocal area
- Description First Merchants Bank is seeking a Banking Center Manager to join our team... ...referrals with new and existing client relationships. Regularly conduct outside sales calls... ...functions including deposits, lending, Private Wealth, brokerage, merchant processing,...PrivateBank staffFlexible hours
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