Senior Private Banking Relationship Strategist

PNC; Boca Raton (FL); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical/Prescription drug coverage

401(k) with PNC match

Up to 25 vacation days

Job summary

A financial services provider is seeking a Senior Relationship Strategist in Boca Raton, FL. Candidates must have 8+ years of experience and a bachelor's degree. Responsibilities include managing client relationships, developing business strategies, and ensuring exceptional client experiences. The role demands strong skills in client engagement, financial analysis, and decision-making. PNC offers a supportive culture and comprehensive benefits, including medical coverage, retirement plans, and generous paid time off.

Qualifications

• 8+ years of relevant industry experience.
• Higher education such as a Masters or certifications is desirable.
• In lieu of a degree, a combination of education and experience may be considered.

Responsibilities

• Lead client management activities with clients and prospective clients.
• Develop and execute a relationship management plan to acquire and retain clients.
• Manage a book of business and assist in team member development.
• Develop strategies for sourcing new relationships for the bank.
• Ensure timely and accurate sales/client relationship management tasks.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

A financial services provider is seeking a Senior Relationship Strategist in Boca Raton, FL. Candidates must have 8+ years of experience and a bachelor's degree. Responsibilities include managing client relationships, developing business strategies, and ensuring exceptional client experiences. The role demands strong skills in client engagement, financial analysis, and decision-making. PNC offers a supportive culture and comprehensive benefits, including medical coverage, retirement plans, and generous paid time off.