Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group
* 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
- ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Boca Raton, FL. PNC...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
- Overview Business Relationship Manager Senior Acquisition banker in Business Banking, focused on developing and managing a portfolio of large profitable business clients... ...referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and...SeniorPrivateWork experience placementWork at office
- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications Minimum...SeniorPrivateWork at officeShift workDay shift
- ...Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages... ...growth by actively promoting and selling the bank's products and services. This role... ...including but not limited to mortgage, wealth, private client, and business banking. Proactive...PrivateTemporary workWork at officeMonday to Friday
$75k - $85k
...in Boca Raton, is seeking an experienced Senior Legal Bookkeeper to support the firm's... ...Coordinate bi-monthly client billing Perform bank and trust reconciliations Assist with... ...of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and...SeniorPrivate- ...system. Position Overview: As a Senior Manager in Wealth Tax - Trusts & Estates... ...play a key role in expanding the firm's private client services. Responsibilities:... ...and estates. Maintain strong client relationships and identify opportunities to expand services...SeniorPrivateLocal areaWorldwide
$70k
...The Senior Wealth Advisor SAFE Act is a seasoned professional role.... ...Responsibilities: Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen... ...experience Job Family Group: Private Client Coverage Job Family...SeniorFull timeWork at office- ...action every day.” Kaufman Rossin is a privately owned, independent public accounting firm... ...us to prioritize long-term client relationships, maintain objectivity in our advisory approach... ...Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our...SeniorPrivate
- ...Senior Medical Science Liaison – US Southwest Region Company: ADMA Biologics ADMA Biologics... ...maintains, and leverages collaborative relationships with Key Opinion Leaders (KOLs),... ...Healthcare Organizations (HCOs) in the private and public sectors. The MSL serves as the...SeniorPrivateWork experience placementImmediate start
- ...Senior Wealth Advisor Mesirow is an independent, employee-owned... ...through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are... ...develop and maintain strong client relationships, providing investment and...SeniorPrivateLocal area
- ...Sentinel’s Top Workplaces—four years running! As a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for... ...and platform utilization. Maintain strong working relationships with title companies, inspectors, and builder...PrivateFull timeFor contractorsWork from home
- ...an exciting opportunity available for a Senior Medical Science Liaison supporting the US... ...maintains, and leverages collaborative relationships with current and future Key Opinion Leaders... ...Healthcare Organizations (HCOs) in the private and public sectors. The Senior Medical...SeniorPrivateWork experience placementImmediate start
- ...Senior Financial Analyst Vertical Bridge REIT, LLC, is the largest private owner and operator of wireless communications infrastructure in the United States and has a... ...including capital planning and raising, treasury and banking, financial planning and analysis and risk...SeniorPrivateWork at office
- ...network and robust resources. Backed by private equity from people‑focused Alpine Investors... ...strategies. Work closely with Partners, Senior Managers, Managers and Staff on client... ...skills fostering client and staff relationships. Excellent analytical, organizational, written...SeniorPrivateTemporary workWork at officeLocal areaFlexible hours
$83.3k
...opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy‑side and... ...Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued...SeniorPrivateWork experience placementFlexible hours- ...advancement, and a nurturing network. Backed by private equity, Ascend builds a platform for... ...and authoritative literature Assist senior team members in managing client... ...contribute to building positive, lasting client relationships Take on additional related duties as assigned...SeniorPrivateWork at officeLocal area
$81.7k - $135k
...Tax – Indirect Tax – Sales and Use – Senior Will you shape the future or will the... ...and reporting needs for both public and private entities. You’ll develop and implement strategies... ...operations and building long-lasting relationships to tailor your advice to their specific...SeniorPrivateSummer holidayImmediate startFlexible hours- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...advice and building long-term relationships with clients. The role partners closely... ...a wirehouse, independent broker-dealer, bank, or RIA environment Financial planning experience...Senior
- ...Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight... ...collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan...Senior
- ...coordinate lender due diligence and audits Treasury Operations & Banking Daily cash positioning and liquidity management across... ...recommend liquidity and cash management improvements Manage banking relationships, account administration, signers, and online banking platforms...Senior
- ...provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation...SeniorPrivateHourly payFull timeLive inWork at officeLocal areaRemote workFlexible hours
- ...Job Description Our client is seeking a Senior Tax Accountant to support tax planning, compliance, and advisory services for a diverse... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...SeniorPrivate
- ...a key partner to the CEO and senior executives, the CFO will lead... ...policies and procedures. Manage relationships with key third-party service... ...auditors, tax advisors, and banks. Lead the preparation of... ...Experience in both public and private companies; familiarity with private...Private
- KLR Executive Search Group is recruiting a Senior Escrow Officer for a rapidly growing title and escrow firm focused on commercial real... .... They support a diverse client base, including developers, private investment funds, family offices, and individual investors. As...SeniorPrivateFull timeFlexible hours
- ...facility rental billing Complete and update annual PCI compliance certifications BANKING Collect and file bank statements Monthly bank reconciliations Liaison between SRC and banking relationships/banking software Oversee credit card transactions – troubleshoot, set up...SeniorFull timeTemporary workMonday to FridayFlexible hours
$90k - $110k
...Overview Ready for a change of pace? We’re on the hunt for a Senior Accountant to join our team in South Florida, where you... ...and reviewing financial statements Assisting with banking and client financial relationships Preparing and reviewing individual, corporate, and...SeniorLocal areaFlexible hours- ...The Senior Compliance Officer supports the firm's compliance program across its broker-dealer, investment adviser, and insurance operations... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...SeniorPrivate
$120k - $140k
...East Brunswick, NJ; Princeton, NJ; Red Bank, NJ; Tysons Corner, VA; Columbia, MD; Orlando... ..., assurance, and advisory services to private companies who desire one point of... ...develop and maintain outstanding client relationships Ability to manage multiple engagements and...PrivateWork at officeLocal area$19 - $21 per hour
...Physical Therapy, we're more than just a private practicewe're a clinician-founded,... ...and either Sick Leave or Extended Illness Bank (EIB) accrual (dependent on state laws)... ...all charges weekly and monthly Maintain relationships with patients, providers, clinicians, and...PrivateFull time$5,000 per month
..., Vision, Supplemental Benefits ~ Sinceri Senior Living Discount Marketplace ~ Walking Spree... ...To enhance census development and increase private pay referral base in designated facilities through professional relationships, ongoing education to services and community...SeniorPrivateLocal area
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