Private Banking Relationship Strategist II

PNC; Lansing (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) with PNC match

Paid time off & holidays

Parental leave

Educational assistance

Job summary

PNC is seeking a Relationship Strategist II for its Private Bank in Lansing, MI. This in-office role focuses on growing and managing a book of business, delivering an exceptional client experience, and coordinating with internal teams to meet client goals.

The candidate will leverage knowledge of AMG policies, cross-functional offerings, and proactive service to drive client satisfaction, retention, and expansion opportunities in a collaborative, performance‑driven environment.

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree; certifications often desired.
• In lieu of a degree, a comparable mix of education and experience may be considered.

Responsibilities

• Supports client management activities with clients and prospective clients. Helps support the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Helps support a book of business.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Has working knowledge of all business segment capabilities and offerings. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables.
• Hel ps grow a book of business through support of client expansion and new client acquisition. Helps develop and execute strategies for proactively sourcing new relationships for the bank. Serves as point of communication and contact with existing clients and prospected to ensure expansion opportunities are captured.
• Manages risk through adherence to AMG policies and procedures. Works with risk partners to elevate client concerns to bring about quick resolution. Has knowledge of partner offerings to make business-appropriate introductions. Is accountable to partners for follow up and client communication after initial introduction.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Helps ensure the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Relationship Strategist II for its Private Bank in Lansing, MI. This in-office role focuses on growing and managing a book of business, delivering an exceptional client experience, and coordinating with internal teams to meet client goals.

The candidate will leverage knowledge of AMG policies, cross-functional offerings, and proactive service to drive client satisfaction, retention, and expansion opportunities in a collaborative, performance‑driven environment.