Senior Private Bank Relationship Architect

PNC Financial Services Group, Inc.; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical and dental coverage

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist in Orlando, FL to lead client management activities and grow the book of business through proactive relationship management and cross-functional collaboration.

The role emphasizes delivering an exceptional client experience, coordinating with risk partners, and mentoring team members in a fast-paced private banking environment.

Qualifications

• University/college degree required.
• 8+ years of industry-relevant experience expected.
• Bachelor’s degree; higher education/desirable certifications may be considered.

Responsibilities

• Lead client management activities with clients and prospects to deliver an exceptional client experience.
• Develop and execute a relationship management plan to acquire and retain clients and grow the book of business.
• Coordinate with team to determine action plans through discovery of client needs.
• Ensure timely, accurate relationship management administration and follow-ups with clients.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor’s

Job description

PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist in Orlando, FL to lead client management activities and grow the book of business through proactive relationship management and cross-functional collaboration.

The role emphasizes delivering an exceptional client experience, coordinating with risk partners, and mentoring team members in a fast-paced private banking environment.