Senior Relationship Strategist - PNC Private Bank

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 and fostering an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in The Woodlands, 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 client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients, and for managing a book of business. Coordinates with team to determine an action plan through thorough discovery of client needs, reviewing needs assessments with clients to determine changes, and maintaining strong client commitment and advocacy through proactive and responsive service. 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, owns communication with existing clients, and seeks ways to expand external network for business development. Manages risk through appropriate client selection, ensuring service delivery is consistent with fees, and works with risk partners to resolve client concerns. Provides business‑appropriate introductions and follows up after initial introductions. Maintains timely, accurate and complete sales/client relationship management administration tasks, executes team processes such as pre‑call planning, post‑call debriefs, and relationship reviews, and may train, coach, mentor team members or participate in special projects. PNC Employees take pride in our reputation and continue building upon it by: Being Customer Focused – knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to create customized solutions. Managing Risk – assessing and effectively managing all risks associated with their business objectives and activities to support PNC's Enterprise Risk Management Framework. Preferred Skills Book of Business Client Relationship Building Customer Engagement Decision Making Financial Analysis Identifying Sales Opportunities Competencies Client Relationship Management Communicating for Impact Decision Making and Critical Thinking Influencing Managing Multiple Priorities Products and Services Understanding Customer Needs Value Selling Work Experience Roles at this level typically require a university/college degree. Higher level education such as a master’s degree, PhD, or certifications is desirable. Industry‑relevant experience is typically 8+ years. Specific certifications may be required. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Education Bachelor’s Certifications No required certifications. Licenses No required licenses. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on eligibility, full‑time employees may have access to medical and prescription drug coverage (with a Health Savings Account feature), dental and vision options, life insurance for employee and spouse/child, short‑ and long‑term disability protection, a 401(k) with PNC match, pension and stock purchase plans, and dependent care reimbursement. Additional benefits include back‑up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, a robust wellness program with financial incentives, and paid time off that may include maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days, and 15 to 25 vacation days depending on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact the PNC Disability Accommodations team at View email address on click.appcast.io or call View phone number on click.appcast.io and say "Workday". All information provided will be kept confidential and used only to the extent required to provide 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 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 understand how PNC may use or disclose personal information in our hiring practices. #J-18808-Ljbffr