Relationship Manager III - Private Bank Connect

PNC; United States; Remote; USD 112,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Job summary

PNC is seeking a Relationship Manager III for Private Bank Connect to develop relationships within the bank's client base and grow the book of business. The role emphasizes investment knowledge, client outreach, and proactive service, with a focus on warm leads and internal collaboration.

Based in Cleveland or other Private Bank footprints, you will manage a book of business, drive opportunities, and coordinate with risk and product teams to deliver tailored banking solutions while meeting

Qualifications

• University degree required or equivalent experience.
• Strong knowledge of investments and wealth management.
• Experience in sales or business development within financial services.

Responsibilities

• Leads client management activities to acquire and retain clients.
• Develops and executes a relationship management plan.
• Grows the book of business through client expansion and new relationships.
• Proactively sources new opportunities and maintains warm leads.

Skills

Book of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

Relationship Manager III - Private Bank Connect### Relationship Manager III - Private Bank ConnectApply: OH - Cleveland (44114): OH - Columbus (43215): IL - Chicago (60606): TX - Houston (77056): FL - Leesburg: Full time: Posted Today: R239069# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager III within PNC's Private Bank Connect organization, you will be based in Cleveland, OH or any other location within the PNC Private Bank footprint. Experience with investments and sales is ideal for Relationship Manager III to be successful within the role. Relationship Manager III will be a business development officer. They will be responsible for looking for investment and banking opportunities within established book of business. There will be client out reach via phone calls and thus individual will be required to meet calling goals. Relationship Manager III will be calling Nationwide Clients who are already part of the teams book of business. \\*\\*\\*Relationship manager will be calling WARM LEADS!!! Relationship Manager III will have significant amount of client communication--however, this is not a client facing role. Ideal candidate will have strong investment knowledge and experience. Prior licensure of a series 7 or 63 in the past is a plus, but these licenses are not required within this role. Prior experience with investment management and/or wealth management is a huge plus. Ideal candidate will have a background in sales or investments.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** Leads client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business.* Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank.* Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development.* Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. 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.* Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to escalate client concerns to bring about quick resolution. Has working 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. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:* **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.# **Qualifications**Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.## **Preferred Skills**Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities## **Competencies**Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value Selling## **Work Experience**Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**Bachelors## **Certifications**No Required Certification(s)## **Licenses**No Required License(s)## **Language Assessments**No Required or Preferred Language Assessments# **Pay Transparency**Base Salary: $112,000.00 – $249,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.# **Application Window**Generally, this opening is expected to be posted for two business days from 10/23/2026, although it may be longer with business discretion.# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.