Senior Private Banking Relationship Lead

PNC

Washington (District of Columbia)

On-site

USD 160,000 - 296,000

Full time

2 days ago
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Benefits offered by this job

Medical/Dental/Vision benefits
401(k) with company match
Stock purchase plans

Job summary

PNC is seeking a Senior Relationship Strategist within its Private Bank, based in Washington, DC, with potential options in Bethesda, MD, or Tyson's Corner, VA. The role leads client management, grows a book of business, and partners with teams to deliver proactive service and tailored financial solutions.

The ideal candidate has extensive relationship-management experience in private banking, a strong network, and a demonstrated ability to drive client outcomes in a regulated environment.

Qualifications

  • Roles typically require a university degree and experience in relationship management.
  • Strong client servicing and understanding of financial offerings are essential.
  • Industry experience in private banking or wealth management is preferred.

Responsibilities

  • Leads client management activities for existing and prospective clients to retain and grow the book of business.
  • Develops and executes relationship management plans; ensures exceptional client experience and timely follow-up.
  • Identifies opportunities to expand client relationships and sources new business through external networks.
  • Manages risk by appropriate client selection and alignment with enterprise policies.

Skills

Book Of Business
Client relationship building
Customer engagement
Decision making
Financial analysis
Identifying sales opportunities

Education

Bachelor's

Job description

PNC is seeking a Senior Relationship Strategist within its Private Bank, based in Washington, DC, with potential options in Bethesda, MD, or Tyson's Corner, VA. The role leads client management, grows a book of business, and partners with teams to deliver proactive service and tailored financial solutions.

The ideal candidate has extensive relationship-management experience in private banking, a strong network, and a demonstrated ability to drive client outcomes in a regulated environment.

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