Jobs · Finance · Pennsylvania

Associate Relationship Strategist - PNC Private Bank

PNC · Erie, PA · 2 mo ago
On-siteFinanceFull-time

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. This role is based in Erie, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

About the role

As an Associate Relationship Strategist within PNC's Private Bank organization, you will support client management activities with clients and prospective clients. You will help coordinate team members and other PNC partners to deliver an exceptional client experience, develop and execute relationship management plans, and ensure strong client commitment and advocacy through proactive and responsive service.

  • Help coordinate team members and other PNC partners to deliver an exceptional client experience.
  • Support the development and execution of a relationship management plan through thorough discovery of client needs.
  • Ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
  • Help support a book of business and develop strategies for proactively sourcing new relationships.
  • Serve as a point of communication and contact with existing clients and prospects to capture expansion opportunities.
  • Manage risk through adherence to AMG policies and procedures, escalating client concerns for quick resolution.
  • Maintain timely, accurate, and complete sales/client relationship management administration tasks.
  • Help ensure the execution of team processes (e.g., pre-call planning, post-call debriefs, relationship reviews).

PNC employees are expected to be customer-focused, knowledgeable of practices that align customer needs with solutions, and skilled in managing risk to support PNC's Enterprise Risk Management Framework.

Requirements

  • Bachelor’s degree or a comparable combination of education, job-specific certification(s), and experience (including military service).
  • Typically requires 2+ years of relevant professional experience.

Skills

  • Preferred Skills: Book of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities.
  • Competencies: Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value Selling.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

  • Medical/prescription drug coverage (with a 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; back-up child/elder care.
  • Adoption, surrogacy, and doula reimbursement.
  • Educational assistance, including select fully paid programs.
  • A robust wellness program with financial incentives.
  • Paid time off, including:
    • Maternity and/or parental leave.
    • Up to 11 paid holidays each year.
    • 9 occasional absence days each year, unless otherwise required by law.
    • Between 15 to 25 vacation days each year, depending on career level and years of service.

Benefits for full-time and part-time employees are available. Learn more at pncthrive.com.

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