Private Bank Relationship Strategist III – Growth & Service

PNC; Phoenix (AZ); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension plan

Stock purchase plan

Education assistance

Wellness program

Paid holidays

Job summary

PNC is seeking a Relationship Strategist III in its Private Bank in Phoenix, AZ. The role focuses on leading client management, growing a book of business, and expanding relationships with high-net-worth clients.

You will collaborate with teams to deliver proactive service and ensure alignment with risk and compliance standards. Ideal candidates have 5+ years of relevant experience, a Bachelor’s degree, and strong skills in client relationship management, sales, and financial analysis.

Qualifications

• 5+ years of industry-relevant experience required.
• Bachelor's degree required or equivalent.
• Strong client relationship and sales abilities.

Responsibilities

• Lead client management and retain clients.
• Grow book of business through new client acquisition.
• Develop strategies for sourcing new relationships.
• Coordinate with team for discovery and action plans.
• Ensure accurate relationship management administration.

Skills

Book Of Business

Client Relationship Management

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's

Job description

PNC is seeking a Relationship Strategist III in its Private Bank in Phoenix, AZ. The role focuses on leading client management, growing a book of business, and expanding relationships with high-net-worth clients.

You will collaborate with teams to deliver proactive service and ensure alignment with risk and compliance standards. Ideal candidates have 5+ years of relevant experience, a Bachelor’s degree, and strong skills in client relationship management, sales, and financial analysis.