Private Banking Relationship Strategist

PNC Financial Services Group, Inc.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks an Associate Relationship Strategist in Houston. The role supports client management, coordinates with partners, and helps develop strategies to deliver outstanding service and capture expansion opportunities.

Ideal candidates bring 2+ years of relevant experience, a strong client focus, and knowledge of credit processes, products, and financial analysis to drive value for relationships in the Private Bank segment.

Qualifications

• Roles at this level typically require a university/college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, certification(s) and experience may be considered.

Responsibilities

• Supports client management activities with clients and prospects to deliver an exceptional client experience.
• Develops and executes relationship management plans and action steps through discovery of client needs.
• Coordinates with team and partners to source new relationships and expansion opportunities.
• Maintains timely sales and relationship management administration tasks as determined by the business.

Skills

Book of Business

Client Relationships

Credit Processes

Credit Products

Customer Engagement

Decision Making

Financial Analysis

Sales Opportunities

Education

Bachelor's Degree

Job description

PNC Financial Services Group, Inc. seeks an Associate Relationship Strategist in Houston. The role supports client management, coordinates with partners, and helps develop strategies to deliver outstanding service and capture expansion opportunities.

Ideal candidates bring 2+ years of relevant experience, a strong client focus, and knowledge of credit processes, products, and financial analysis to drive value for relationships in the Private Bank segment.