Relationship Strategist Sr – PNC Private Bank
| Company | PNC Financial Services |
|---|---|
| Location | Coral Gables, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
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.
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.
- Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
- 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.
- Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
Preferred Qualifications
- Book Of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities