Private Banking Relationship Strategist II

PNC; Sarasota (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC's Sarasota-based Private Bank seeks a Relationship Strategist II to partner with clients, manage a book of business and deliver an exceptional client experience.

You will coordinate with teammates to develop plans, uncover growth opportunities, and expand relationships while adhering to risk controls.

Requires a Bachelor's degree and 3+ years of relevant experience; in-office role with comprehensive benefits and ongoing professional development.

Qualifications

• Role typically requires university/college degree and relevant experience.
• Certifications are often desired but not required.
• In lieu of a degree, a combination of education, certification 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.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC's Sarasota-based Private Bank seeks a Relationship Strategist II to partner with clients, manage a book of business and deliver an exceptional client experience.

You will coordinate with teammates to develop plans, uncover growth opportunities, and expand relationships while adhering to risk controls.

Requires a Bachelor's degree and 3+ years of relevant experience; in-office role with comprehensive benefits and ongoing professional development.