Senior Relationship Strategist - PNC Private Bank

Senior Relationship Strategist – PNC Private Bank

University / college degree
8+ years of industry relevant experience
Higher level education such as a Masters degree, PhD, or certifications is desirable
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

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
Accountable for ongoing exceptional client experience
Coordinates with team to determine action plan through thorough discovery of client needs
Consistently reviews needs assessment with clients to determine changes
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals
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
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
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