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Relationship Strategist III - PNC Private Bank

PNC Bank

Position Overview At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where employees feel respected and valued. As a Relationship Strategist III in PNC’s Private Bank organization, you will be based in Phoenix, AZ, work in an in‑office supportive culture, and focus on client management, growth, and exceptional service. Job Description Lead client management activities with current and prospective clients. Develop and execute a relationship management plan to acquire and retain clients. Maintain a book of business, driving growth through client expansion and new client acquisition. Source new relationships proactively for the bank and coordinate with the team to determine action plans through thorough discovery of client needs. Ensure exceptional client experience, including regular needs assessments and responsive service to meet client goals. Work with risk partners to manage client selection, resolve concerns, and ensure service delivery aligns with fees. Introduce partners to clients, follow up on introductions, and maintain accurate and complete sales/relationship administration tasks. Execute team processes such as pre‑call planning, post‑call debriefs and relationship reviews. Qualifications 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. Education: Bachelor’s degree required; a comparable combination of education, certificates, and experience may be considered. Experience: 5+ years of industry‑relevant experience in a disciplined public‑banking setting. Certifications: None required. Licenses: None required. Benefits Medical/prescription drug coverage with a Health Savings Account feature. Dental and vision coverage. Employee and spouse/child life insurance. Short‑term and long‑term disability protection. 401(k) with PNC match, pension and stock purchase plans. Dependent care reimbursement account; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance. Robust wellness program with financial incentives. Maternity and/or parental leave. Up to 11 paid holidays each year. 9 occasional absence days each year. 15‑25 vacation days each year, depending on career level; additional benefits for years of service. 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 protected categories. This position is subject to the requirements of Section 19 of the FDIA and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit hiring of individuals with certain criminal histories. #J-18808-Ljbffr PNC Financial Services Group, Inc.

Vacancy posted 5 days ago
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