Senior Private Bank Relationship Architect

PNC; Philadelphia (Philadelphia County); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical/dental/vision coverage (Health

Life insurance

Disability protection

401(k) with match

Zusammenfassung

PNC is seeking a Senior Relationship Strategist for its Private Bank, based in Philadelphia, PA. The role focuses on managing client relationships, growing the book of business, and delivering exceptional client experiences.

You will lead discovery, tailor relationship plans, and work with risk partners to ensure alignment with PNC’s standards, while mentoring team members and driving referrals and new client acquisition.

Qualifikationen

• Roles at this level typically require a university / college degree.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.

Aufgaben

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Owns growth of the book of business through client expansion and new client acquisition.
• Coordinates with team to determine action plan through discovery of client needs.

Kenntnisse

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC is seeking a Senior Relationship Strategist for its Private Bank, based in Philadelphia, PA. The role focuses on managing client relationships, growing the book of business, and delivering exceptional client experiences.

You will lead discovery, tailor relationship plans, and work with risk partners to ensure alignment with PNC’s standards, while mentoring team members and driving referrals and new client acquisition.