Relationship Strategist III - PNC Private Bank

Position Overview

As a Relationship Strategist III within PNC's Private Bank organization, you will be based in Palm Beach Gardens and Palm Beach Island, FL. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

Responsibilities

• Lead client management activities with clients and prospective clients; develop and execute a relationship management plan to acquire and retain clients.
• Manage a book of business and be accountable for its growth through client expansion and new client acquisition.
• Develop and execute strategies for proactively sourcing new relationships for the bank.
• Own communication and contact with existing clients to ensure expansion opportunities are captured; consistently seek ways to expand external network for business development.
• Coordinate with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience; consistently review needs assessment with clients to determine changes.
• Apply working knowledge of all business segment capabilities and offerings; ensure strong client commitment and advocacy by delivering proactive and responsive service to meet client goals; hold team accountable for deliverables.
• Manage risk through appropriate client selection and ensure service delivery is consistent with fees being charged; work with risk partners to escalate client concerns for quick resolution.
• Apply working knowledge of partner offerings to make business-appropriate introductions; be accountable to partners for follow up and client communication after initial introduction.
• Maintain timely, accurate and complete sales/client relationship management administration tasks as determined by the business; ensure execution of team processes such as pre-call planning, post-call debriefs and relationship reviews.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Roles at this level typically require a 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.

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 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 programs fully paid
• Robust wellness program with financial incentives

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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. To learn more about these and other programs, visit pncthrive.com.

This response is AI-generated, for reference only.