Senior Private Banking Relationship Strategist

Fairygodboss; Tampa (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

401(k) with company match

Job summary

PNC in Tampa, FL is seeking a Senior Relationship Strategist for the Private Bank to lead client management and grow a book of business. Based in an in-office role, you will develop strategies to acquire and retain high-net-worth clients, coordinate with partners, and provide proactive, compliant service.

The role emphasizes relationship leadership, cross-selling opportunities, and ensuring exceptional client experience within a structured risk framework.

Qualifications

• Roles require university/college degree; higher education desirable.
• Experience in client relationship management and financial services.
• Knowledge of financial products and risk considerations.

Responsibilities

• Leads client management activities to acquire and retain clients.
• Develops and executes relationship management plans.
• Expands book of business through new client acquisition and cross-sell.
• Manages risk and ensures compliant service delivery.
• Maintains sales/relationship admin tasks and may mentor teammates.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC in Tampa, FL is seeking a Senior Relationship Strategist for the Private Bank to lead client management and grow a book of business. Based in an in-office role, you will develop strategies to acquire and retain high-net-worth clients, coordinate with partners, and provide proactive, compliant service.

The role emphasizes relationship leadership, cross-selling opportunities, and ensuring exceptional client experience within a structured risk framework.