Senior Private Banking Relationship Strategist

PNC Financial Services Group, Inc.; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical & Prescription Coverage with H

Dental & Vision

Life Insurance

Disability Protection

401(k) with match

Education Assistance

Wellness Program

Paid Holidays & PTO

Job summary

PNC Financial Services Group, Inc. in Grand Rapids, MI is seeking a Relationship Strategist II (Senior Associate Relationship Strategist) to support client management and growth within the Private Bank.

You will help develop and execute strategies for acquiring and retaining clients, coordinating with team members to deliver proactive service and strong client advocacy. The role emphasizes maintaining an exceptional client experience, managing a book of business, coordinating discovery to meet

Qualifications

• Preferred skills include building book of business, client relationship building, customer engagement, decision making, financial analysis and identifying sales opportunities.
• Roles typically require a university degree with 3+ years of relevant industry experience; certifications are often desired.
• In lieu of a degree, a combination of education, job-specific certification(s) and experience may be considered.

Responsibilities

• Supports client management activities with clients and prospective clients.
• Helps develop and execute a relationship management plan to acquire and retain clients.
• Delivers proactive and responsive service to meet client goals and manages risk in collaboration with risk partners.
• Grows book of business through client expansion and new client acquisition.
• Maintains timely and accurate sales/client relationship management administration tasks.

Skills

Book of Business

Client Relationship

Customer Engagement

Decision Making

Financial Analysis

Identifying Opportunities

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Grand Rapids, MI is seeking a Relationship Strategist II (Senior Associate Relationship Strategist) to support client management and growth within the Private Bank.

You will help develop and execute strategies for acquiring and retaining clients, coordinating with team members to deliver proactive service and strong client advocacy. The role emphasizes maintaining an exceptional client experience, managing a book of business, coordinating discovery to meet