Relationship Strategist III - PNC Private Bank

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 Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

About the role

Leads client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients, ensuring an ongoing exceptional client experience. Manages a book of business, accountable for its growth 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 capture expansion opportunities.
• Expands external network for business development.
• Coordinates with team to determine action plans through thorough discovery of client needs.
• Consistently reviews needs assessment with clients to adapt to changes.
• Ensures strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Holds team accountable for deliverables.
• Manages risk through appropriate client selection and ensures service delivery aligns with fees charged.
• Works with risk partners to escalate and resolve client concerns quickly.
• Makes business-appropriate introductions to partner offerings and ensures follow-up and client communication after introductions.
• Maintains timely, accurate, and complete sales/client relationship management administration tasks.
• Ensures execution of team processes, such as pre-call planning, post-call debriefs, and relationship reviews.

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

Requirements

• University/college degree with 5+ years of industry-relevant experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
• Bachelor’s degree.

Skills

• Preferred Skills: Book of Business, Client Relationship Building, 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 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 may vary. Learn more at pncthrive.com.