Growth-Driven Relationship Strategist

Fairygodboss; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC is seeking a Sr Relationship Strategist within the Private Bank, based in Dallas, TX. This role leads client management, develops and executes relationship plans to acquire and retain clients, and manages a book of business to deliver exceptional service.

You will collaborate with a team to address client needs, expand the book through new relationships, manage risk, and participate in training and special projects. PNC emphasizes an in-office culture and strong benefits.

Qualifications

• Bachelor's degree required; advanced degrees or certifications desirable.
• Industry experience 8+ years.

Responsibilities

• Lead client management activities and execute relationship plans.
• Coordinate with team to address client needs and deliver proactive service.
• Grow book of business through client expansion and new acquisitions.
• Manage risk with proper client selection and escalation when needed.
• Maintain CRM tasks, pre-call planning, and relationship reviews; mentor others.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC is seeking a Sr Relationship Strategist within the Private Bank, based in Dallas, TX. This role leads client management, develops and executes relationship plans to acquire and retain clients, and manages a book of business to deliver exceptional service.

You will collaborate with a team to address client needs, expand the book through new relationships, manage risk, and participate in training and special projects. PNC emphasizes an in-office culture and strong benefits.