Senior Relationship Strategist - PNC Private Bank
PNC Bank
Position Overview Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Leads or supports 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. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors 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 working 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 elevate 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 Employees take pride in our reputation and to continue building upon that we expect our employees to be customer focused, knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing risk – assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Book Of Business Client Relationship Building Customer Engagement Decision Making Financial Analysis Identifying Sales Opportunities Customer Experience Management Customer Service Management Decision Making and Critical Thinking Effective Communications Influencing Managing Multiple Priorities Products and Services Selling Understanding Customer Needs Value Selling Work Experience: Roles at this level typically require a university or college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. Education and Certifications Bachelors degree required. No required certification(s) or licenses. Benefits Medical/prescription drug coverage with Health Savings Account feature Dental and vision options Employee and spouse/child life insurance Short 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, including select programs fully paid Robust wellness program with financial incentives Paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; 15 to 25 vacation days each year Disability Accommodations If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity 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 categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (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 the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage... ...opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office
- JPMorgan Chase & Co. in Austin, TX seeks an experienced Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable business... ..., coordinate with Branch, Wealth Management and Private Bank, oversee risk management, and ensure end-to-...SeniorPrivate
- Fairygodboss is hiring a Senior Relationship Strategist in Austin, TX, to foster strong client relationships within the PNC Private Bank organization. This role requires a focus on client acquisition and retention, with responsibilities including leading client management...SeniorPrivate
- PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist based in Austin, TX. This role involves leading client management activities to improve relationships, ensuring client experience, and developing a relationship management plan. The ideal candidate...SeniorPrivate
- The JPMorgan Chase Business Banking BRM Senior deepens relationships with a portfolio of large business clients (annual revenue >$5M). The role emphasizes... ...80‑100 clients, collaborate with branch, wealth, and private bank teams to tailor solutions, and ensure end‑to‑end...SeniorPrivate
- PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet...PrivateWork at office
- JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team...SeniorPrivateBase plus commissionLocal area
- PNC's Private Bank organization is seeking a Private Business Strategist to partner with business owners on succession planning and wealth management. The role involves... ...of experience in financial services, strong relationship skills, and a track record of growing assets...Private
- ...Austin, Texas seeks a motivated Investment Specialist to enhance client relationships and provide insightful investment solutions. The role requires a minimum of seven years’ experience in private banking or financial services, along with a strong understanding of wealth...SeniorPrivate
- ...Description Sr. Commercial Relationship Manager, Team Lead -Austin, TX... ...search to identify a Commercial Banking Team Lead in Austin, TX for a... ...bank client. This is a senior player-coach seat: the right... ...C&I lending experience with privately held businesses in the lower...SeniorPrivate
- JPMorgan Chase is seeking a Private Client Banker in Austin, Texas. In this role, you will provide exemplary service to affluent clients while managing their complete banking relationships. The position demands strong relationship-building skills and financial product...Private
- Bank of America is hiring a Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves developing wealth transfer strategies for... ...focusing on customized planning strategies and client relationships. Candidates should have at least 7 years in...Private
- ...life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America.... ...resilient, results-focused, and effective. Private Wealth Strategist The Private Wealth Strategist, part...PrivatePrivate practiceWork at officeShift workDay shift
- ...institution in Austin is seeking an experienced Investment Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment policies and providing...SeniorPrivate
- PNC in Austin, TX is seeking a Relationship Manager III within its Commercial Banking organization. The ideal candidate will manage client relationships, driving sales, revenue, and ensuring quality management of financial products and services. This role requires strong...Senior
- ...find satisfaction in building meaningful relationships and helping others by providing sound... ...experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will... ...make an impact on the success of the bank, customers and your own career! Apply...SeniorPrivate
- ...servicing, asset management and banking services, Northern Trust (... ...technology and exceptional service. SENIOR ESTATE ADMINISTRATOR, WEALTH... ...has responsibility. Manages relationships among internal support... ...Securities, investment management, private banking, etc.). 11. Reviews...SeniorPrivateFull timeH1bWorldwideFlexible hours
- Join to apply for the Relationship Mgr Sr - AMG role at PNC 3 days ago Be among the first 25 applicants Position Overview... ...to the company’s success. Job Profile As a Senior Relationship Strategist within the PNC Private Bank organization, based in Austin, TX, you will...SeniorPrivateFull timeRemote work
$104.75k - $174.59k
...inside the Support team, with senior engineers, AVPs, and the VP,... ...account landing zone with 100+ private reusable Terraform modules... ...applied AIBuilds high-trust relationships with peer engineers across the... ...information regarding an applicant’s bank or credit card. Should you...SeniorPrivateFull timeWork experience placementWork from home- ...a well‑capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity... ...excels at building trusted client relationships, attracting assets, and... ...Coordinate with commercial banking, private banking, and other internal...SeniorPrivate
- Bank of America in Austin, TX seeks an accomplished Private Banker to manage and grow a high-net-worth client base. You will lead client management processes, deliver the Branded Client Experience, and coordinate across the enterprise to meet client needs with wealth and...SeniorPrivate
- ...GRPV, Woodlands -WDLND Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available... ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand...SeniorPrivateLocal area
$68.08k - $113.4k
...financial goals. Job Overview The Senior Trustee Consultant will be an... ...wholly owned subsidiary The Private Trust Company. Through our... ...investment management and relationship management responsibilities.... ...information regarding an applicant’s bank or credit card. Should you...SeniorPrivateWork experience placementWork from home- ...industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and... ...of the Financial Services North America Banking Client Service Group, which provides consulting... ...the following payment domains:o Card: Private label, Credit, Online Debit, Offline...SeniorPrivateFull timeLive inWork at officeLocal area
- ...with clients and prospects on PNC's ability to assist them... ...maintain and/or strengthen our relationships and to provide industry insights... ...managers, Corporate Banking leadership team, and the transactional... ...provide direction to wealth strategists and associates.* Retains and...Private
- ...and services and the largest private recycling company in the U.S.... ...About the Role: The Senior Manager of Accounts Receivable... ...maintaining positive customer relationships. Build strong cross-functional... ...processes. Retrieve payment and banking information from financial...SeniorPrivateLocal areaFlexible hours
$150.4k - $390.5k
...the delivery of applied AI solutions for private equity clients and their portfolio... ...hands-on architect and trusted advisor to senior client stakeholders, leading small, embedded... ...by external clients, managing client relationships with daily interactions. Skills and...SeniorPrivateFull timeSummer holidayImmediate startFlexible hours- ...Senior Financial Investigator Employment Type: Full-Time, Mid-Level... ...Establishes and/or verifies relationships among all facts and evidence... ..., wire fraud, mail fraud, bank fraud, health care fraud, procurement... ...concerning misuse of public, private, or insurance funds....SeniorPrivateFull timeInterim roleLocal areaRemote workFlexible hours
$10 per hour
...customer focused, enjoy building relationships and providing financial advice to... ...a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of... ...with Branch, Wealth Management and Private Bank to identify and deliver...SeniorPrivateWork experience placementWork at office$73.4k - $145.4k
...also begin to take ownership of client relationships, contribute to account strategy, and... ...with confidence. As a Large Bank Internal Audit Senior Consultant on Crowe’s Internal Audit... ...provide audit services to public and private entities while also helping clients...SeniorPrivateLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Strategist - PNC Private Bank. Be the first to apply!
- strategist Austin, TX
- business strategist Austin, TX
- account strategist Austin, TX
- workplace strategist Austin, TX
- investment strategist Austin, TX
- senior brand strategist Austin, TX
- technology strategist Austin, TX
- media strategist Austin, TX
- strategy consultant Austin, TX
- communications strategist Austin, TX


