Senior Private Banking Client Strategist

PNC Financial Services Group, Inc.

Philadelphia (Philadelphia County)

Hybrid

USD 110,000 - 165,000

Full time

14 days+
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Benefits offered by this job

Medical and prescription coverage
Dental and vision options
Life insurance & disability protection
401(k) with company match

Job summary

PNC Financial Services Group, Inc. in Philadelphia seeks a Senior Client Manager in the Private Bank to lead complex client relationships and lifecycle management. You will coordinate with Relationship Strategists and internal partners to deliver exceptional service and strategic solutions.

The role requires deep client service expertise, strong communication, and the ability to manage multiple priorities in a fast-paced financial environment. In-office culture and collaboration are emphasized.

Qualifications

  • Experience in client relationship management and servicing across complex accounts.
  • Strong decision making, critical thinking and ability to manage multiple priorities.
  • Knowledge of CRM applications and financial products/services.

Responsibilities

  • Lead end-to-end client lifecycle from prospecting to onboarding and ongoing management.
  • Coordinate with internal teams to address client needs and resolve issues.
  • Serve as escalation point for high-severity requests and issues.
  • Stay informed on products, services, and market trends.

Skills

Client Relationship Management
Communicating for Impact
CRM Applications
Decision Making
Flexibility & Adaptability
Managing Multiple Priorities
Products & Services

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Philadelphia seeks a Senior Client Manager in the Private Bank to lead complex client relationships and lifecycle management. You will coordinate with Relationship Strategists and internal partners to deliver exceptional service and strategic solutions.

The role requires deep client service expertise, strong communication, and the ability to manage multiple priorities in a fast-paced financial environment. In-office culture and collaboration are emphasized.

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