Private Bank Relationship Strategist III - Grow Your Book

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

Life insurance (employee & spouse/char

Job summary

PNC Financial Services Group, Inc. in Phoenix, AZ is seeking a Relationship Strategist III within the Private Bank. You will lead client management, develop plans to acquire and retain clients, and drive growth of a book of business while delivering exceptional client experience.

The role emphasizes proactive networking, strategic relationship development, and collaboration with risk partners to ensure service alignment with fees and client goals.

Qualifications

• Experience in managing relationships with high-net-worth clients.
• Knowledge of private banking products and services.
• Strong communication and interpersonal skills.
• Ability to analyze client needs and craft solutions.
• Proven track record of expanding a client book.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Owns communication with existing clients to ensure expansion opportunities.
• Manages a book of business and grows it through client expansion and new client acquisition.
• Proactively sources new relationships for the bank.
• Coordinates with team to determine action plans through 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 Financial Services Group, Inc. in Phoenix, AZ is seeking a Relationship Strategist III within the Private Bank. You will lead client management, develop plans to acquire and retain clients, and drive growth of a book of business while delivering exceptional client experience.

The role emphasizes proactive networking, strategic relationship development, and collaboration with risk partners to ensure service alignment with fees and client goals.