Senior Relationship Strategist - PNC Private Bank
PNC Bank
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Louisville, KY. Job Description Lead client management activities, developing and executing a relationship management plan to acquire and retain clients. Coordinate with the team to determine an action plan through a thorough discovery of client needs and consistently review needs assessment to deliver an exceptional client experience. Be accountable for the growth of your book of business through client expansion and new client acquisition, proactively sourcing new relationships and capturing expansion opportunities. Manage risk by appropriate client selection, ensuring service delivery aligns with fees and by working with risk partners to resolve client concerns. Maintain timely, accurate and complete sales/client relationship management administration tasks and support team processes. Mentor and train other team members and participate in special projects to strengthen overall business. Qualifications 8+ years of experience in financial services with a focus on client relationship management. University degree, preferably a bachelor’s, with higher education or relevant certifications considered. Strong knowledge of client engagement, financial analysis, decision making and customer experience management. Demonstrated ability to manage multiple priorities and communicate effectively. Benefits Comprehensive benefits package including medical, dental and vision coverage, life insurance, short- and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, employee assistance programs, and paid time off. The company also provides medical and vision options, dependent care reimbursement, educational assistance, and a robust wellness program. Equal Employment Opportunity & Disability Accommodations 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 protected categories. All accommodations are kept confidential and used solely to provide reasonable accommodations. For questions regarding accommodations, contact View email address on click.appcast.io or call View phone number on click.appcast.io and say "Workday". All accommodations are subject to confidentiality. #J-18808-Ljbffr PNC
- ...Responsible for the development and execution of a relationship management plan to acquire and retain... ...sourcing new relationships for the bank. Owns communication and contact with existing... ...to strengthen the overall business.PNC’s total rewards package includes things like...SeniorPrivate
- ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the... ...opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Louisville, KY....SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
$121.9k - $262.1k
...About The Role The Senior Wealth Strategist serves as the primary wealth strategy expert for high... ...Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop... ...to acquire and retain key client relationships by delivering comprehensive wealth strategies...SeniorPrivateBank staffShift work- ...PNC is seeking a Relationship Manager III within its Commercial Banking team in Louisville, KY. You will lead relationship strategies, manage risk and drive revenue by expanding client portfolios and leveraging the full range of PNC products and services. The role requires...SeniorWork at office
$90k - $121.3k
OverviewOld National Bank has been serving clients and communities... ...are currently seeking a Senior Compliance Advisory Services... ...services, broker‑dealer oversight, private banking, and RIA modelsStrong... ..., and maintains trusted relationships with others to achieve business...SeniorPrivateWork experience placementWork at office- ...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
- 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
- ...role:Wells Fargo is seeking a Commercial Banking Leader (CBL) for the Southeast Division,... ..., and develop a team of high-performing Relationship Managers while also engaging with... ...across the organization, collaborating with senior leaders, and driving value-added partnerships...SeniorFull timeWork experience placement
- ...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 at officeLocal area
- ...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$42 - $50 per hour
...Senior Accountant: System Clean-up & Reconciliations/$$$/LONG TERM CONSULTING OPPORTUNITY... ...bit about us: Our client is a large, private health service organization that operates... ...2. Perform monthly reconciliations of bank statements, patient files, and other financial...SeniorPrivateHourly payFor contractorsLocal 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-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
$91k - $321.5k
...regulations and optimise their tax positions.In private tax at PwC, you will focus on providing... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large... ...teams and coaching others- Developing relationships within PwC and sharing planning ideas- Knowledge...SeniorPrivateFull timeH1bRemote work$151k - $216k
...offerings. We are seeking an experienced Senior Manager to support the growth of our... ...expand services within existing client relationships.Partner with FAO leadership to support practice... ..., or a combination of public and private accounting.Healthcare industry experience...SeniorPrivateFull timeWork experience placementLocal areaRemote work- ...Personal Care Director - Senior Living The CorsoCare... ...maximizing profitable relationships with personal lines clients... ...Full-time Fifth Third Bank Personal Banker... ...Personal Financial Advisor (Private Wealth) Certified Financial... ...and investment solutions. #J-18808-Ljbffr PNCPrivateFull timeWork from home
- ...related services, Core & Main provides solutions to municipalities, private water companies and professional contractors across municipal,... ...as necessary. Develops, evaluates and manages supplier relationships to accomplish material cost, availability, and inventory goals...SeniorPrivateFor contractorsLocal areaWorldwideNight shift
$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$154k - $286k
...AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest differentiator... ..., Indiana and Kentucky for PNC Private Bank Hawthorn, by collaborating with the Advisors... ...acquisition and deepening existing relationships to drive growth, alignment, and a differentiated...PrivateFull timeTemporary workPart timeWork experience placementWork at office$93k - $171.3k
...Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering... ...create meaningful impact across the firm while building deep relationships with senior Finance stakeholders Recruiting for this role ends...SeniorRemote workVisa sponsorship- ...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- ...Secure capital by cultivating relationships with lenders, investors,... ...credit equity, subsidies, and private capital.• Establish underwriting... ...finance, real estate finance, banking, investment management, or... ...development finance.• 5+ years of senior leadership experience with...Private
$154k - $187k
...ambitions. We are currently seeking a Senior Business Development Manager (SBDM) to... ...term growth for the Corporate, M&A and Private Equity practices. This includes data analysis... ...to drive growth, strengthen client relationships, and enhance the firm's market position....SeniorPrivateTemporary workPrivate practiceWork at officeLocal areaNight shiftWeekend work- ...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
- ...the Axon team has redefined public and private sector technology around the globe. We are... ...rapidly changes circumstances Develop relationships with key partners for growth within their... ...asked for sensitive personal information (bank details, Social Security Number)...SeniorPrivateRemote work
$165k - $245k
Senior Manager, Capital Markets & Liquidity RiskLouisville, KY (Hybrid)$165,000 - $245,000 Base SalaryFull Benefits | Relocation... ..., refinancing, and capital structure initiatives Manage banking relationships and global credit facilities Develop funding strategies aligned...SeniorRelocation package$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
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