Senior Private Bank Relationship Strategist

PNC; Louisville (KY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Life insurance

401(k) match

Pension

Stock purchase plans

Educational assistance

Wellness program

Paid holidays

Vacation days

Job summary

PNC is seeking an Associate Relationship Strategist Sr. for its Private Bank, based in Louisville, KY. The role focuses on delivering exceptional client experiences and growing a book of business within a supportive, in-office culture.

You will coordinate with teams to understand client needs, apply product knowledge, and maintain strong client advocacy while following AMG policies. The position emphasizes relationship management and risk-aware client service.

Qualifications

• Bachelor's degree required; 3+ years of relevant industry experience; certifications often desired.
• Ability to manage a book of business and client relationships; strong financial acumen.

Responsibilities

• Supports client management activities and execution of a relationship management plan.
• Discovers client needs through discovery and delivers proactive, responsive service.
• Supports growth of the book via client expansion and new relationships; communicates with existing clients.
• Manages risk aligned with AMG policies; collaborates with risk partners for quick resolutions.
• Keeps sales and client relationship records accurate and timely.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's

Job description

PNC is seeking an Associate Relationship Strategist Sr. for its Private Bank, based in Louisville, KY. The role focuses on delivering exceptional client experiences and growing a book of business within a supportive, in-office culture.

You will coordinate with teams to understand client needs, apply product knowledge, and maintain strong client advocacy while following AMG policies. The position emphasizes relationship management and risk-aware client service.