Senior Relationship Strategist - PNC Private Bank
PNC Bank
* 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 PNC Financial Services Group, Inc.
- ...Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive... ...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
- Relationship Strategist III - PNC Private BankSkip to main content#Relationship Strategist III - PNC Private Bank page is loaded## Relationship Strategist III - PNC Private BankApplylocations: KY - Louisville (40202)time type: Full timeposted on: Posted Todayjob requisition...PrivateFull timeTemporary workPart timeWork experience placementWork at office
- ...Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive... ...opportunity to contribute to the company’s success. As a Relationship Strategist III within the PNC Private Bank organization, you will be based in Louisville, KY....PrivateFull timeTemporary workPart timeWork experience placementWork at office
- PNC Financial Services Group, Inc. is seeking a Relationship Strategist III for their PNC Private Bank team in Louisville, KY. This role focuses on leading client management, executing strategies for acquiring clients, and maintaining a strong commitment to client experience...PrivateBank staff
$10 per hour
...Business Relationship Manager Senior Deepening - Vice President Louisville, KY, United States Job Information... ...Business Unit Consumer & Community Banking Posting Date 07/22/2025, 11:07 AM... ...with Branch, Wealth Management and Private Bank to identify and deliver appropriate...SeniorPrivateFull timeWork experience placementWork at office$113.16k - $169.73k
...Citrix Cloud, NetScaler, Unicon, Secure Private Access (SPA), Enterprise Browser,... ...About the Role: The Account Technical Strategist is a vital resource for customers, partners... ...to customers you support, building new relationships within those customers, and aligning...SeniorPrivateWork experience placementLocal areaRemote work- PNC Financial Services Group, Inc. in Louisville, KY is seeking a Relationship Manager III for Corporate Banking. The successful candidate will develop relationship strategies to grow sales and manage a portfolio of middle-market clients. This role requires strong experience...Senior
- ...TwinThread seeks a Business Relationship Manager Senior in Louisville, KY, to manage a portfolio of successful business clients with revenues over... ...and competitive benefits, aiming to deliver customized banking solutions while ensuring client satisfaction and risk management...SeniorFull time
$75k - $125k
...longevity economy. Its largest business is private-pay senior housing, which includes over 850... ...Ventas has the capital, capabilities and relationships to deliver superior value. The... ...operations, cash management activities, banking relationships, and financial analysis...SeniorPrivateWork at officeRemote workRelocation$90k - $121.3k
Overview Old National Bank has been serving clients and communities... ...We are currently seeking a Senior Compliance Advisory Services... ..., broker‑dealer oversight, private banking, and RIA models Strong... ..., and maintains trusted relationships with others to achieve business...SeniorPrivateWork experience placementWork at office$127.9k - $291.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and... .... EY's FSO EDGE Private practice provides comprehensive... ...Your key responsibilities A Senior Services Manager in FSO EDGE... ...Support effective long-term relationships and manage workflow effectively...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- Fairygodboss is seeking a Business Relationship Manager Senior in Louisville, Kentucky. This role involves managing a portfolio of large business clients to provide financial advice and promote banking solutions. You will work closely with clients to understand their needs...Senior
- U.S. Bank in Louisville, Kentucky is looking for a Client Relationship Consultant to build and foster customer relationships through various channels. The role involves understanding clients' banking needs, educating them about products, and delivering exceptional service...Senior
$76k - $125.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and... ...facets of hedge fund, private equity fund and mutual fund taxation... ...key responsibilities A senior analyst in FSO EDGE WAM will... ...Support new and existing client relationships Provide compliance and consulting...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- U.S. Bank in Louisville, Kentucky, is seeking a Client Relationship Consultant to build and maintain relationships with clients through various engagement channels. This role focuses on understanding client needs, providing financial counsel, opening accounts, and promoting...Senior
- ...Restaurant Supply Chain Solutions in Louisville, KY, seeks a Senior Manager for the Food Procurement team. The role involves leading... ...chain strategies, collaborating with suppliers, and managing relationships across various stakeholders. Candidates should have a Bachelor...Senior
- ...initiatives for healthcare providers. This role involves developing top-tier education programs and managing key opinion leader relationships to enhance clinical practice. The ideal candidate will have a healthcare-related degree, clinical experience, and a strong ability...Senior
$182.71k - $274.07k
...featuring Citrix Enterprise Browser and Secure Private Access. Our focus spans zero trust... ...: The Americas Security Technical Strategist team is a newly established business... ...company on the planet. We enjoy trusted relationships within IT Infrastructure, Networking, and...PrivateTemporary workWork experience placementLocal areaRemote workHome office- ...lead education initiatives for healthcare providers. This role focuses on developing impactful education programs and building relationships with Key Opinion Leaders (KOLs) to enhance clinical practice. The ideal candidate will have at least 5 years of clinical experience...Senior
$175k - $200k
...Lexington, KY; or Cincinnati, OH. Summary / Objective The ideal Puma Senior Oncology Sales Specialist requires the drive, initiative and... ...and management by objectives Develops and manages long-term relationships with physicians, nurses, office practices managers and other...SeniorWork at officeLocal areaMonday to FridayWeekend work$17 - $29.75 per hour
Relationship Banker Job Locations US-KY-Louisville Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2025-18768 Workplace... ...Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial),...PrivateFull timeImmediate start- ...First Financial Bank is seeking a motivated individual to handle commercial lending in Creekside, Kentucky. You will make loans to credit-worthy borrowers and ensure the maintenance of an assigned loan portfolio while supporting our Customer Service First culture. The...Senior
- ...General information Name Senior Manager, Tax Posting Title Senior Manager, Tax - Private Client Ref # 2236739... ...our financial planners, Wealth Strategists, and Innovation teams expands... ...building, and managing client relationships as part of the proposal process...SeniorPrivateFull timeFlexible hours
- PNC is seeking a Relationship Manager III in Louisville, KY, to drive client relationship strategies and enhance market share. You will work with middle market clients, manage credit risks, and mentor team members to achieve business objectives. The ideal candidate will...Senior
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...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
- ...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... ...Develop new client contacts and relationships beneficial to the firm Develop tax planning...SeniorPrivateLocal area
- ...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
$105.56k - $247.9k
...an opportunity has been created for a Senior Manager to join our high performing team... ...practice supports M&A activities of our Private Equity clients and strategic corporations... ...due diligence engagements Develop relationships with clients and engage in effective interactions...SeniorPrivateWork experience placementLocal areaRemote work- ...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
$127.7k - $269.3k
...tax obligations. We are seeking a SALT Senior Manager to join our Lead Tax Services group... ...develop and maintain excellent client relationships Demonstrated ability and desire to perform... ...to provide audit services to public and private entities while also helping clients...SeniorPrivateLocal areaWorldwide
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