Private Bank Relationship Strategist for Growth & Experience

PNC; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension and stock purchase plans

Educational assistance

Wellness program

Job summary

PNC seeks an Associate Relationship Strategist in Houston, TX to support client management and coordinate with internal partners to deliver an exceptional client experience. You will help develop a relationship management plan and assist in expanding the book of business while adhering to AMG risk guidelines.

Successful candidates typically hold a Bachelor’s degree with 2+ years of relevant experience and are capable of proactive, responsive service to meet client goals.

Qualifications

• University/college degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• No certified requirements are listed for this role.

Responsibilities

• Supports client management activities and coordinates with team members to deliver an exceptional client experience.
• Helps develop and execute a relationship management plan.
• Coordinates with PNC partners to meet client goals and deliver proactive service.
• Manages risk by following AMG policies and escalating concerns when needed.
• Maintains timely and accurate sales/relationship management administration tasks.

Skills

Book Of Business

Client Relationship Building

Credit Processes

Credit Products

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC seeks an Associate Relationship Strategist in Houston, TX to support client management and coordinate with internal partners to deliver an exceptional client experience. You will help develop a relationship management plan and assist in expanding the book of business while adhering to AMG risk guidelines.

Successful candidates typically hold a Bachelor’s degree with 2+ years of relevant experience and are capable of proactive, responsive service to meet client goals.