Senior Client Relationship Strategist

Fairygodboss; Jacksonville (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) with match

Paid holidays and vacation days

Job summary

PNC's Private Bank in Jacksonville, FL seeks a Senior Relationship Strategist to lead client management, grow a book of business, and deliver exceptional service. You will develop plans to acquire and retain clients, collaborate with teams on action steps, and expand the client network while managing risk and delivering value.

The role emphasizes senior-level relationship building, strategic consulting, and cross-functional collaboration within a supportive in-office culture.

Qualifications

• 8+ years of industry experience in client relationship management.
• Bachelor's degree required; masters/ Certifications desirable.
• Experience in financial services and private banking is preferred.

Responsibilities

• Lead client management activities and manage a book of business to drive growth.
• Develop and execute a relationship management plan to acquire and retain clients.
• Coordinate with team to create action plans and deliver proactive service.
• Identify expansion opportunities and pursue new client relationships.
• Manage risk and ensure service delivery aligns with fees and policies.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC's Private Bank in Jacksonville, FL seeks a Senior Relationship Strategist to lead client management, grow a book of business, and deliver exceptional service. You will develop plans to acquire and retain clients, collaborate with teams on action steps, and expand the client network while managing risk and delivering value.

The role emphasizes senior-level relationship building, strategic consulting, and cross-functional collaboration within a supportive in-office culture.