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Jobs · Finance · Ohio

Sr Relationship Strategist - PNC Private Bank

PNC · Columbus, OH · 1 wk ago
On-siteFinance$133k–$247k/yrFull-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 employees feel respected, valued, and have an opportunity to contribute to the company’s success.

About the role

As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Columbus, OH. 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, ensuring ongoing exceptional client experience.
  • Manages a book of business and may assist in developing team members.
  • Coordinates with the team to determine action plans through thorough discovery of client needs to deliver an exceptional client experience.
  • Consistently reviews needs assessments with clients to identify changes.
  • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
  • Holds the team accountable for deliverables.
  • 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 capture expansion opportunities.
  • Expands external network for business development.
  • 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 using well-developed knowledge of partner offerings.
  • Ensures follow-up and client communication after initial introductions to partners.
  • 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.
  • May train, coach, and/or mentor other team members.
  • May participate in special projects to strengthen the overall business.

Requirements

  • Customer Focused: Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in business decisions.
  • Managing Risk: Assesses and effectively manages risks to adhere 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 are often required.
  • 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.

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

Pay

Base Salary: $133,000.00 – $247,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.

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.
  • 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.

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