Senior Relationship Strategist – PNC Private Bank

Senior Relationship Strategist – PNC Private Bank

Requirements

• 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.
• 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.
• Roles at this level typically require a university / 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.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

• 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 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.

Preferred Qualifications

• 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