Elite Private Banking Relationship Architect

PNC; Austin (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet client goals.

Candidate should have a university degree and 8+ years of industry experience; higher education or certifications are desirable. This in-office position offers comprehensive benefits and growth opportunities.

Qualifications

• University/college degree required; higher degrees (Masters/PhD/certs) desirable.
• Industry experience typically 8+ years; certifications often required.
• In lieu of a degree, a combination of education, certifications, and experience (including military) may be considered.

Responsibilities

• Lead client management and execute a relationship plan to acquire and retain clients.
• Collaborate with team to assess client needs and deliver proactive service.
• Grow the book of business through client expansion and new relationships.
• Manage risk and ensure service aligns with fees and risk framework.
• Maintain sales and client relationship administration and mentor teammates.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet client goals.

Candidate should have a university degree and 8+ years of industry experience; higher education or certifications are desirable. This in-office position offers comprehensive benefits and growth opportunities.