Private Banking Relationship Strategist I

PNC Financial Services Group, Inc.; Louisville (KY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with match

Pension and stock purchase plans

Education assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. in Louisville, KY leads Private Bank client relationships as an Associate Relationship Strategist. You will support client management, coordinate cross-functional teams, and help execute relationship strategies to deliver an outstanding client experience.

The role emphasizes sourcing new opportunities, managing risk, and maintaining strong client advocacy while serving a book of business in a collaborative, in-office environment.

Qualifications

• University degree required with 2+ years of relevant experience.
• Ability to develop and execute relationship management plans.
• Strong knowledge of banking products and client servicing.

Responsibilities

• Supports client management activities with current and prospective clients.
• Coordinates team members and partners to deliver an exceptional client experience.
• Helps develop and execute a relationship management plan.
• Tracks action plans through discovery of client needs to exceed expectations.
• Maintains knowledge of partner offerings to make appropriate introductions.
• Ensures timely, accurate sales/client relationship management administration.

Skills

Book Of Business

Client Relationship Building

Credit Processes

Credit Products

Customer Engagement

Decision Making

Financial Analysis

Identifier Sales Opportunities

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Louisville, KY leads Private Bank client relationships as an Associate Relationship Strategist. You will support client management, coordinate cross-functional teams, and help execute relationship strategies to deliver an outstanding client experience.

The role emphasizes sourcing new opportunities, managing risk, and maintaining strong client advocacy while serving a book of business in a collaborative, in-office environment.