Senior Relationship Strategist - 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 Ft. Worth, 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.

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 and may assist in developing team members.

Responsibilities

• Coordinates with team to determine action plans through thorough discovery of client needs to deliver an exceptional client experience.
• Consistently reviews needs assessment with clients to determine changes and ensure strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Holds team accountable for deliverables and ensures 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, including communication and contact with existing clients to capture expansion opportunities.
• Expands external network for business development and manages risk through appropriate client selection, ensuring service delivery aligns with fees charged.
• Works with risk partners to escalate and resolve client concerns quickly, leveraging well-developed knowledge of partner offerings to make business-appropriate introductions.
• Ensures accountability 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.
• May train, coach, and/or mentor other team members and participate in special projects to strengthen the overall business.

Requirements

• Well-developed knowledge of all business segment capabilities and offerings.
• Demonstrated ability in client relationship management, decision-making, financial analysis, and identifying sales opportunities.
• Strong competencies in communicating for impact, influencing, managing multiple priorities, and value selling.
• Customer-focused with the ability to align customer needs and satisfaction as primary considerations in business decisions.
• Ability to assess and manage risks effectively, adhering to PNC’s Enterprise Risk Management Framework.

Qualifications

• Typically requires a university/college degree; higher-level education such as a Master’s degree, PhD, or certifications is desirable.
• Industry-relevant experience of 8+ years is typically required; specific certifications may also be necessary.
• 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 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, dental, and vision coverage (with a Health Savings Account feature).
• 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, and 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, and 15 to 25 vacation days each year depending on career level and years of service.