Senior Client Manager - PNC Private Bank

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

Life insurance & disability protection

401(k) with company match

Job summary

PNC Financial Services Group, Inc. in Philadelphia seeks a Senior Client Manager in the Private Bank to lead complex client relationships and lifecycle management. You will coordinate with Relationship Strategists and internal partners to deliver exceptional service and strategic solutions.

The role requires deep client service expertise, strong communication, and the ability to manage multiple priorities in a fast-paced financial environment. In-office culture and collaboration are emphasized.

Qualifications

• Experience in client relationship management and servicing across complex accounts.
• Strong decision making, critical thinking and ability to manage multiple priorities.
• Knowledge of CRM applications and financial products/services.

Responsibilities

• Lead end-to-end client lifecycle from prospecting to onboarding and ongoing management.
• Coordinate with internal teams to address client needs and resolve issues.
• Serve as escalation point for high-severity requests and issues.
• Stay informed on products, services, and market trends.

Skills

Client Relationship Management

Communicating for Impact

CRM Applications

Decision Making

Flexibility & Adaptability

Managing Multiple Priorities

Products & Services

Education

Bachelor's degree

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 Senior Client Manager within PNC's Private Bank organization, you will be based in Philadelphia, PA. 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

Responsible for the delivery of the most complex client relationship management activities and execution of the client experience and strategy in coordination with Relationship Strategists and Functional Advisors. Leads internal team coordination through the entire client life cycle (prospecting, onboarding, and ongoing relationship management). Serves as the clients' main point of contact for all ongoing client relationship management related activities in support of the client experience as directed by advisors or internal partners. Handles higher volume, higher visibility and more complex clients or a larger number of clients. Responsible for account opening communications and client meeting preparation. Coordinates with internal team members and specialists to address client needs and resolve client complaints and issues. Independently manages processes outlined in the client service agreement and partners to resolve challenges regarding implementation and client issues. Serves as an escalation point for high severity requests or issues. Identifies the best solution to maintain a positive client relationship. Actively remains up to date with current products, services, business events, and market trends. Has well developed knowledge of all business segment capabilities and offerings. Identifies and develops new servicing opportunities with existing clients to build and maintain a long lasting relationship. Leverages industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. Serves as an escalation point and training resource to junior staff.

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.

• Client Relationship Management
• Communicating for Impact
• Customer Relationship Management Applications
• Decision Making and Critical Thinking
• Flexibility and Adaptability
• Managing Multiple Priorities
• Products and Services

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. 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

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.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. 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 Total Rewards page.