Relationship Strategist III — Private Banking (Hybrid)

PNC Financial Services Group, Inc.; Dallas (TX); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health, dental and vision benefits

401(k) with company match

Education assistance

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Relationship Strategist III in Dallas, TX within the Private Bank. The role focuses on managing a book of business, acquiring new clients, and delivering superior client experiences.

You will coordinate with teams to assess client needs and expand opportunities, while maintaining compliance and risk controls. Ideal candidates bring 5+ years of experience, a Bachelor’s degree, and strong communication and financial analysis skills to drive client

Qualifications

• 5+ years of industry-relevant experience required.
• Bachelor's degree or equivalent combination of education and experience.
• Strong client relationship and risk-management capabilities.

Responsabilités

• Lead client management with current and prospective clients.
• Develop and execute relationship management plans to grow the book of business.
• Provide exceptional client experience and proactive service.
• Collaborate with risk partners to address client concerns promptly.
• Leverage internal capabilities to make appropriate introductions and referrals.
• Maintain accurate relationship management administration and reviews.

Connaissances

Relationship management

Business development

Client communication

Financial analysis

Networking

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. is seeking a Relationship Strategist III in Dallas, TX within the Private Bank. The role focuses on managing a book of business, acquiring new clients, and delivering superior client experiences.

You will coordinate with teams to assess client needs and expand opportunities, while maintaining compliance and risk controls. Ideal candidates bring 5+ years of experience, a Bachelor’s degree, and strong communication and financial analysis skills to drive client