Senior Private Banking Relationship Architect

PNC; Irvine (CA); On-site; USD 160,000 - 296,000; Full time

Benefits offered by this job

Medical / Prescription coverage

Dental & Vision

Life insurance

Disability protection

401(k) with company match

Stock purchase plan

Paid time off

Job summary

PNC is seeking a Senior Relationship Strategist in the Private Bank, based in San Diego, CA. You will lead client management for a book of business, develop effective relationship plans, and collaborate with teams to deliver exceptional client experiences.

The role emphasizes growth through new relationships, prudent risk management, and ongoing client advocacy. A university degree and 8+ years of relevant experience are typical requirements; many roles include incentives and comprehensive

Qualifications

• University degree is typically required; higher degrees or certifications are desirable.
• Industry experience around 8+ years is common for this level.
• In lieu of a degree, a comparable mix of education and experience may be considered.

Responsibilities

• Leads client management activities with clients and prospective clients; develops and executes a relationship plan.
• Coordinates with team to determine action plans through discovery of client needs and delivers exceptional service.
• Drives growth of the book of business via client expansion and new relationships; sources opportunities.
• Manages risk and ensures service delivery aligns with fees; collaborates with risk partners for resolution.
• Maintains timely CRM administration, training peers, and may participate in special projects.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Senior Relationship Strategist in the Private Bank, based in San Diego, CA. You will lead client management for a book of business, develop effective relationship plans, and collaborate with teams to deliver exceptional client experiences.

The role emphasizes growth through new relationships, prudent risk management, and ongoing client advocacy. A university degree and 8+ years of relevant experience are typical requirements; many roles include incentives and comprehensive