Private Bank Connect: Relationship Manager III for Growth

PNC; Leesburg (FL); On-site; USD 112,000 - 250,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Paid time off

Job summary

PNC is seeking a Relationship Manager III in Private Bank Connect. Based in Cleveland, OH or anywhere in the PNC Private Bank footprint, you will focus on growth within an established book of business and call warm leads nationwide.

Prior investment/wealth experience and sales aptitude are valued; licensure like Series 7/63 is a plus but not required. This is an in-office role designed to strengthen client relationships.

Qualifications

• Five or more years of relevant industry experience.
• Bachelor's degree required; prior licenses are a plus but not required.

Responsibilities

• Lead client management activities with existing and prospective clients.
• Grow the book of business through client expansion and new relationships.
• Communicate with clients to identify needs and deliver proactive service.
• Coordinate with team to plan actions after discovery of client needs.

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 Relationship Manager III in Private Bank Connect. Based in Cleveland, OH or anywhere in the PNC Private Bank footprint, you will focus on growth within an established book of business and call warm leads nationwide.

Prior investment/wealth experience and sales aptitude are valued; licensure like Series 7/63 is a plus but not required. This is an in-office role designed to strengthen client relationships.