Private Banking Relationship Associate

PNC; Atlanta (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

PNC in Atlanta, GA is seeking an Associate Relationship Strategist in Private Bank to support client management, coordinate team members, and deliver an exceptional client experience. You will help develop and execute a relationship management plan while working with PNC partners to meet client goals and expand the book of business.

Qualified candidates typically hold a Bachelor’s degree with 2+ years of relevant experience, and a strong focus on risk management, relationship growth, and

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• Strong ability to manage client relationships and understand financial products.
• Familiarity with risk management and regulatory considerations.

Responsibilities

• Support client management activities with clients and prospects to deliver an exceptional client experience.
• Assist in developing and executing a relationship management plan.
• Coordinate team members and PNC partners to ensure a seamless client experience.
• Identify actions through client discovery to meet goals and expand relationships.
• Support a book of business and develop strategies to source new relationships.
• Ensure adherence to AMG policies and procedures and manage risks.
• Maintain timely and accurate CRM and relationship management administration.

Skills

Book Of Business

Client Relationship Building

Credit Processes

Credit Products

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC in Atlanta, GA is seeking an Associate Relationship Strategist in Private Bank to support client management, coordinate team members, and deliver an exceptional client experience. You will help develop and execute a relationship management plan while working with PNC partners to meet client goals and expand the book of business.

Qualified candidates typically hold a Bachelor’s degree with 2+ years of relevant experience, and a strong focus on risk management, relationship growth, and