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.
- ...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 PNC's Private Bank organization, you will be based in Ft. Worth, TX....SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
- ...Responsibilities Maintains a high level of contact with major client relationships. Medium to high level of complexity for the majority of... ...in budget preparation Participates in civic, community, banking, trust, and legal organizations. Ensures that all departmental...SeniorPrivate
- ...appropriate steps to safeguard and protect private and personally identifiable... ...system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with... ...with a focus on Preferred Banking Households to include more complex, affluent...SeniorPrivateFull timeWork at officeFlexible hours
- Simmons Bank in Fort Worth, Texas, is seeking a dedicated individual for a role in wealth management. The candidate will oversee client relationships, manage accounts with complexity, and ensure compliance with relevant laws. A BS/BA degree and six years of relevant experience...Private
- Summary The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within... ..., capital markets, insurance, wealth and private banking, and retail banking. Leads team of cross...SeniorPrivateWork at officeRemote workWork from home
- ...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
- Position Overview At PNC, our people are our greatest differentiator... ...for Consumer and Business Banking opportunities under 2MM in... ...Manages and grows Business Banking relationships under 2MM in sales revenue,... ...partners such as PNCWM, PNC Private Bank, Business Banking and...PrivateTemporary workWork at office
- A financial services provider in Fort Worth is seeking a Relationship Manager IV - Corporate Banking tasked with managing complex loans and servicing significant business relationships. The ideal candidate will have extensive experience in commercial lending and a Bachelor...Senior
- BOK Financial Corporation in Fort Worth is seeking a Client Relationship Specialist III to support relationship managers and clients with commercial banking portfolios. This role involves client interaction, problem resolution, and maintaining information across various...Senior
- Bank of America is seeking a skilled advisor for Global Commercial Banking clients in Fort Worth, Texas. The role requires 10+ years... ...Lending or Investment Banking, with a strong focus on client relationship management. Candidates should possess an undergraduate degree in...Senior
- ...financial institution is seeking an experienced SVP Commercial Relationship Manager in Fort Worth, Texas. This role focuses on managing a... ...on marketing and management principles. Join a dynamic team committed to excellence in banking. #J-18808-Ljbffr First Financial BankSenior
- BOK Financial is seeking a Client Relationship Specialist III in Fort Worth, Texas. This role focuses on supporting relationship managers and clients in managing commercial banking portfolios. Candidates should have an Associate's Degree paired with 4 years of relevant...Senior
- First Financial Bank Texas located in Fort Worth, Texas, is seeking an experienced individual for a commercial lending position.... ...interactions, managing a loan portfolio, and enhancing existing relationships. Candidates should have a minimum of eight years of experience...Senior
- Huntington National Bank is seeking a Sr. Executive Relationship Manager to develop banking relationships targeting companies with revenues of $50M and above. The role focuses on consultative selling and relationship management while collaborating with teams across banking...SeniorRemote jobWork at office
- A leading financial institution is seeking a Private Bank Supervisory Manager to oversee complex escalations and training efforts within the Asset & Wealth Management team. The ideal candidate will have over seven years of supervisory experience within the investment industry...SeniorPrivate
- A prominent financial institution in Fort Worth, Texas, is seeking a Senior Executive Relationship Manager to target upper middle market banking relationships. Ideal candidates will possess 15+ years of experience, a Bachelor's degree, and the ability to develop new markets...SeniorFlexible hours
- ...Contract: 12-14 months The Opportunity We’re hiring a Senior IT Business Relationship Manager to support a critical ERP environment and large-scale... ...(APIs, Boomi, OIC) EDI experience (orders, invoicing, banking) Experience working with global, distributed teams Familiarity...SeniorContract workRemote work
$10k
The Humane Society of North Texas is looking for a Major Gifts Officer to nurture relationships with high-potential donors and recruit those who can give $10K or more. This position involves developing individual giving programs, executing major gift fundraising strategies...Senior$65k - $100k
...Senior Enterprise Risk Management Underwriter Join to apply for the Senior Enterprise... ...primarily Non-QM loans (all types, icluding bank statement loans), in addition to GSE,... ...Underwriter jobs in Fort Worth, TX . Private Equity Associate/Senior Associate Credit...SeniorPrivateFull timeContract workTemporary workRemote workFlexible hours- ...Senior Commercial Banking Relationship Manager Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Fort Worth market as part of the Commercial Bank. Learn more about career areas...SeniorWork experience placement
- ...given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs. Responsibilities Portfolio...PrivateContract workShift workDay shift
$75k - $90k
Job Description: At Bank of America, we are guided by a common purpose to help make... ...clients with complex trading, servicing and relationship needs. Key responsibilities include... ...Qualifications: Wealth management and private client experience Knowledge of the Enterprise...Full timeWork at officeWork from homeShift workDay shift$105k - $135k
...Senior Civil Estimator Location: Fort Worth, TX Salary: $105,000 – $135,000/year (based... ...detailed cost estimates for public and private sector civil projects (earthwork,... ...subcontractor and supplier pricing; maintain relationships with vendors and trade partners Collaborate...SeniorPrivateFor contractorsFor subcontractor- ...services to our clients, which include private and public companies, high-net-worth individuals... ...possible. This role is ideal for senior manager and principal level candidates... ...maintaining strong, long-lasting client relationships Provide a concierge approach to...SeniorPrivateWork at officeLocal areaRemote work
- ...Job Description: At Bank of America we are guided by a... ...investment products to achieve Private Bank client experience standards... ...of business for potential relationship deepening opportunities while... ...) Hours Per Week: 40 Required Experience: Senior IC...SeniorPrivateFull timeWork at officeFlexible hoursShift workDay shift
- ...Talent Acquisition, Senior Associate TPG is a leading global alternative asset management... ...set of strategies, including private equity, impact, credit, real estate, and... ...Assist in managing external search firm relationships for specialized roles, ensuring they are...SeniorPrivate
$76k - $125.3k
...Knowledge/experience in handling hedge fund and Private equity K-1s Researching tax issues with... ...Building effective long‑term relationships with our clients, understanding their unique... ...skills, and the confidence to challenge senior colleagues and stakeholders from a...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours$105k - $135k
...in the DFW area seeking an experienced Senior Civil Estimator to join our growing team... ...detailed cost estimates for public and private sector civil projects (earthwork, utilities... ...and supplier pricing; maintain relationships with vendors and trade partners/liliCollaborate...SeniorPrivateFor contractorsFor subcontractor- Description The Senior Substation Engineer will lead the preparation of design deliverables... ...for substation facilities on public and private utility systems. Leads execution of... ...clients or outside personnel to develop relationships with key client points of contact. Leads...SeniorPrivateWork at office
- ...real impact. In your role as an Advisory Senior Associate, you will support our Advisory... ...and clients in venture capital, private equity, private middle‑market enterprise... ...effectively Possesses excellent interpersonal and relationship building skills with teammates,...SeniorPrivate
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