Relationship Strategist I - PNC Private Bank

PNC; Troy (MI); On-site; USD 70,000 - 95,000; Full time

Job summary

PNC is seeking a Relationship Strategist I in Troy, MI to support client management activities and coordinate across teams to deliver an exceptional client experience. You will help develop and execute relationship management plans, sourcing new opportunities while managing risk and ensuring adherence to policies.

The role emphasizes partnership with Private Bank teams, a focus on customer-centric solutions, and proactive service to meet client goals.

Qualifications

• In-light of degree, 2+ years of relevant professional experience is typical.
• Education and experience may be substituted per policy if applicable.
• No required certifications or licenses specified.

Responsibilities

• Support client management activities with clients and prospective clients.
• Coordinate team members and PNC partners to deliver an exceptional client experience.
• Assist development and execution of a relationship management plan.
• Coordinate team members to deliver an exceptional client experience and ensure goals are met.
• Collaborate to source new relationships and growth opportunities for the bank.

Skills

Client Relationship Building

Credit Processes

Credit Products

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

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 Strategist I within PNC's Private Bank organization, you will be based in Troy, MI.

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

• As directed, supports client management activities with clients and prospective clients.
• Helps coordinate team members and other PNC partners to deliver an exceptional client experience.
• Helps support the development and execution of a relationship management plan.
• Helps coordinate team members and other PNC partners to deliver an exceptional client experience.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Has sufficient 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.
• Helps support a book of business. As directed, helps develop and execute strategies for proactively sourcing new relationships for the bank. Serves as a point of communication and contact with existing clients and prospects to ensure expansion opportunities are captured.
• Manages risk through adherence to AMG policies and procedures. Works with risk partners to bring about quick resolution. Has sufficient knowledge of partner offerings to make business-appropriate introductions.
• As directed, maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Helps ensure the execution of team processes (e.g. pre-call planning, post-call debriefs, 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
• Credit Processes
• Credit Products
• 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 2+ years of relevant professional experience. 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

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
• years of service

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