Senior Relationship Strategist - PNC Private Bank

PNC Financial Services Group, Inc.; Boca Raton (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Time off

Benefits

Learning and career development

Wellness programs

Recognition

Job summary

A leading financial services firm in Boca Raton is seeking an experienced client manager responsible for developing and executing relationship management plans. This role requires managing a book of business, ensuring exceptional client experiences, and expanding client relationships. Ideal candidates will possess strong strategic planning and risk management skills. The company offers a comprehensive rewards package, including benefits and career development opportunities.

Qualifications

• Experience in managing client relationships.
• Strong knowledge of business segment capabilities.
• Ability to develop and execute relationship management plans.

Responsibilities

• Develop and execute a relationship management plan.
• Ensure exceptional client experience.
• Manage a book of business through client expansion.

Skills

Client relationship management

Strategic planning

Network expansion

Risk management

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. May assist in developing team members.* 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 well developed 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.* 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.* 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 well developed 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. May train, coach and/or mentor other team members. May participate in special projects to strengthen the overall business.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 .