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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

Vacancy posted 5 days ago
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