Private Banking Relationship Strategist

PNC; Erie (Erie County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Paid time off

Job summary

PNC seeks an Associate Relationship Strategist in its Private Bank, based in Erie, PA. You will support client management activities and coordinate with PNC partners to deliver an exceptional client experience.

You will help develop relationship management plans, source new relationships, and ensure compliance with AMG policies while maintaining proactive service. A strong focus on client advocacy and cross-functional collaboration is essential.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.

Responsibilities

• Supports client management activities with clients and prospective clients; coordinates team members to deliver an exceptional client experience.
• Helps develop and execute a relationship management plan.
• Coordinates with team to determine action plans through discovery of client needs to deliver an exceptional client experience.
• Helps source new relationships and expand opportunities for the bank.
• Maintains timely, accurate sales/relationship management administration tasks and supports team processes.

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 seeks an Associate Relationship Strategist in its Private Bank, based in Erie, PA. You will support client management activities and coordinate with PNC partners to deliver an exceptional client experience.

You will help develop relationship management plans, source new relationships, and ensure compliance with AMG policies while maintaining proactive service. A strong focus on client advocacy and cross-functional collaboration is essential.