Private Bank Relationship Manager III – Growth & Wealth

PNC Financial Services Group; Atlanta (GA); Vor Ort; USD 112.000 - 250.000; Vollzeit

Benefits dieser Stelle

Medical plan

Dental and vision

401(k) with match

Paid holidays

Zusammenfassung

PNC Financial Services Group in the Private Bank footprint seeks a Relationship Manager III to grow a book of business and deliver high‑quality client experiences. Based in Cleveland, OH or another approved location, you will lead outreach to warm leads and manage existing relationships.

Ideal candidates bring investment knowledge and sales experience; licenses such as Series 7/63 are a plus but not required.

Qualifikationen

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Aufgaben

• Leads client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business.
• Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank.
• Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. Has working knowledge of all business segment capabilities and offerings. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables.
• Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to elevate client concerns to bring about quick resolution. Has working knowledge of partner offerings to make business-appropriate introductions. Is accountable to partners for follow up and client communication after initial introduction.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.

Kenntnisse

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Ausbildung

Bachelors

Jobbeschreibung

PNC Financial Services Group in the Private Bank footprint seeks a Relationship Manager III to grow a book of business and deliver high‑quality client experiences. Based in Cleveland, OH or another approved location, you will lead outreach to warm leads and manage existing relationships.

Ideal candidates bring investment knowledge and sales experience; licenses such as Series 7/63 are a plus but not required.