Relationship Manager III - Private Bank Connect Growth

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

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