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Benefits offered by this job
Time off
Benefits
Learning and career development
Wellness programs
Recognition
Job summary
A leading financial services provider in Dallas seeks a professional to manage complex client relationships and direct relationship management activities. The role emphasizes financial analysis, risk management, and client engagement to grow sales and market share. The ideal candidate has proven abilities in driving strategy for client acquisition and retention, and may mentor team members. This position offers a comprehensive rewards package including benefits and career development opportunities.
Qualifications
Proven ability to manage complex client relationships.
Strong analytical skills to evaluate financial and credit risks.
Experience in mentoring team members is a plus.
Responsibilities
Direct relationship management activities with clients to grow sales.
Create and drive strategy to acquire and expand client relationships.
Analyze and mitigate various types of risks for client portfolios.
Focus on client engagement by understanding their needs.
Manage a network of key relationships to acquire new clients.
Skills
Relationship management
Financial analysis
Risk management
Client engagement
Mentoring
Job description
* Sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members.* Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within Relationship Management and may mentor others.* Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.* As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .