Senior Private Bank Relationship Manager

PNC; Chicago (IL); On-site; USD 112,000 - 250,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (H)

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC is seeking a mature Relationship Manager III for its Private Bank Connect team. Based in Cleveland or anywhere within the Private Bank footprint, you will develop and manage client relationships, pursue investment and banking opportunities, and meet calling goals with warm leads.

You will be responsible for expanding the book of business, coordinating with partners, and delivering exceptional client experiences while maintaining risk controls and effective communication with clients and

Qualifications

• Requires a university degree and 5+ years of industry experience.
• Certifications are often required; Series 7 or 63 are a plus but not required.
• Experience in investments or wealth management is preferred.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Manages a book of business and drives growth through client expansion and new client acquisition.
• Sources new relationships and coordinates with team to determine action plans.
• Maintains timely, accurate sales/relationship management administration.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC is seeking a mature Relationship Manager III for its Private Bank Connect team. Based in Cleveland or anywhere within the Private Bank footprint, you will develop and manage client relationships, pursue investment and banking opportunities, and meet calling goals with warm leads.

You will be responsible for expanding the book of business, coordinating with partners, and delivering exceptional client experiences while maintaining risk controls and effective communication with clients and