Associate Relationship Strategist

Jobtailor; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Houston seeks a Client Relationship Manager to support client management activities, coordinate team members and partners, and help develop relationship management plans to deliver an exceptional client experience.

You will leverage knowledge of banking capabilities and offerings to provide proactive, responsive service aligned with client goals, maintain a book of business, and coordinate discovery to determine action plans.

Qualifications

• University / college degree typically required for roles at this level.
• 2+ years of relevant professional 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 listed under Education
• Knowledge of book of business, client relationship building, credit processes, credit products, customer engagement, decision making, financial analysis, and identifying sales opportunities
• Competencies in client relationship management, communicating for impact, decision making and critical thinking, influencing, managing multiple priorities, products and services, understanding customer needs, and value selling

Responsibilities

• Support client management activities with clients and prospective clients as directed
• Help coordinate team members and PNC partners to deliver an exceptional client experience
• Support development and execution of relationship management plans
• Coordinate with the team to determine action plans through thorough discovery of client needs
• Leverage knowledge of business segment capabilities and offerings to deliver proactive and responsive service aligned with client goals
• Support a book of business
• Help develop and execute strategies for proactively sourcing new relationships for the bank
• Serve as a communication and contact point with existing clients and prospects to capture expansion opportunities
• Manage risk through adherence to AMG policies and procedures
• Work with risk partners to escalate client concerns and bring about quick resolution
• Make business-appropriate introductions based on knowledge of partner offerings
• Maintain timely, accurate, and complete sales/client relationship management administration tasks
• Help ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews

Skills

Client Relationship Management

Business Development Strategies

Financial Analysis

Decision Making

Customer Engagement

Education

Bachelor's degree

Job description

Responsibilities

• Support client management activities with clients and prospective clients as directed
• Help coordinate team members and PNC partners to deliver an exceptional client experience
• Support development and execution of relationship management plans
• Coordinate with the team to determine action plans through thorough discovery of client needs
• Leverage knowledge of business segment capabilities and offerings to deliver proactive and responsive service aligned with client goals
• Support a book of business
• Help develop and execute strategies for proactively sourcing new relationships for the bank
• Serve as a communication and contact point with existing clients and prospects to capture expansion opportunities
• Manage risk through adherence to AMG policies and procedures
• Work with risk partners to escalate client concerns and bring about quick resolution
• Make business-appropriate introductions based on knowledge of partner offerings
• Maintain timely, accurate, and complete sales/client relationship management administration tasks
• Help ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews

Requirements

• University / college degree typically required for roles at this level
• 2+ years of relevant professional 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 listed under Education
• Knowledge of book of business, client relationship building, credit processes, credit products, customer engagement, decision making, financial analysis, and identifying sales opportunities
• Competencies in client relationship management, communicating for impact, decision making and critical thinking, influencing, managing multiple priorities, products and services, understanding customer needs, and value selling
• No required certifications
• No required licenses
• No required or preferred language assessments
• Must not require employment visa sponsorship; PNC will not provide sponsorship or participate in STEM OPT

Core Competencies

Demonstrates expertise in client relationship management and proactive business development strategies, with a strong focus on understanding customer needs and delivering tailored solutions. Capable of managing multiple priorities while ensuring adherence to policies and procedures.

Highest‑signal resume keywords

• Client Relationship Management
• Business Development Strategies
• Financial Analysis
• Decision Making
• Customer Engagement

Hard Skills

• Credit Processes
• Credit Products
• Sales Opportunities Identification
• Relationship Management Administration
• Risk Management

Soft Skills

• Communicating For Impact
• Critical Thinking
• Influencing
• Managing Multiple Priorities

Industry Keywords

• Book Of Business
• Client Needs Assessment
• Value Selling
• Team Coordination
• Action Plans Development