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Senior Relationship Strategist – PNC Private Bank

June 26, 2025June 26, 2025

Senior Relationship Strategist – PNC Private Bank

CompanyPNC Financial Services
LocationLancaster, PA, USA, Mechanicsburg, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, 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.

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.
  • Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged.
  • Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.

Preferred Qualifications

  • Book Of Business
  • Client Relationship Building
  • Credit
  • Credit Products
  • Customer Engagement
  • Decision Making
  • Financial Analysis
  • Identifying Sales Opportunities


TaggedBachelor'sCustomer SuccessExpert or higherFinance & Operations & StrategyPNC Financial ServicesSales & Account ManagementSenior

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