Relationship Strategist III - PNC Private Bank

Position Overview

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. As a Relationship Strategist III within PNC's Private Bank organization, you will be based in The Woodlands, TX. 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.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Accountable for ongoing exceptional client experience and managing a book of business.
• Drives growth of the 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.
• Consistently seeks ways to expand external network for business development.
• Coordinates with team to determine action plans through thorough discovery of client needs to deliver an exceptional client experience.
• Reviews needs assessments with clients to determine changes.
• Maintains working knowledge of all business‑segment capabilities and offerings.
• 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; works with risk partners to escalate client concerns for quick resolution.
• Has working knowledge of partner offerings to make business‑appropriate introductions; accountable to partners for follow‑up and client communication after initial introduction.
• Maintains timely, accurate, and complete sales/client relationship management administration tasks as determined by the business.
• Ensures execution of team processes such as pre‑call planning, post‑call debriefs, and relationship reviews.
• Demonstrates a customer‑focused mindset and manages risk in line with PNC’s Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the 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.

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

Education

Bachelor’s degree (or equivalent combination of education, certifications, and experience).

Certifications

No specific certifications required.

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 programs fully paid
• Robust wellness program with financial incentives
• Paid time off such as maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and years of service