Private Bank Relationship Manager

PNC Financial Services Group, Inc.

Cleveland, Northern (OH, KY)

Hybrid

USD 112,000 - 250,000

Full time

14 days+
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Benefits offered by this job

401(k) with company match
Health savings account
Paid time off and holidays
Disability protection

Job summary

PNC Financial Services Group, Inc. is seeking a Relationship Manager III in the Private Bank Connect organization. The role focuses on business development, nurturing relationships, and expanding the book of business with investment and banking opportunities.

You will reach out to warm leads and maintain ongoing client communication to exceed service expectations. Based in Cleveland, OH or anywhere in the Private Bank footprint, this in-office role emphasizes client acquisition, risk management,

Qualifications

  • Experience in wealth management or investment services preferred.
  • Strong communication and client needs assessment skills.
  • Ability to source new relationships and manage a book of business.

Responsibilities

  • Lead management of a client book and drive relationship growth.
  • Develop and execute plans to acquire and retain clients.
  • Coordinate with partners to deliver client-focused solutions and manage risk.

Skills

Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking a Relationship Manager III in the Private Bank Connect organization. The role focuses on business development, nurturing relationships, and expanding the book of business with investment and banking opportunities.

You will reach out to warm leads and maintain ongoing client communication to exceed service expectations. Based in Cleveland, OH or anywhere in the Private Bank footprint, this in-office role emphasizes client acquisition, risk management,

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