Senior Private Banking Relationship Strategist

Fairygodboss; Washington (District of Columbia); On-site; USD 160,000 - 296,000; Full time

Job summary

PNC is seeking a Senior Relationship Strategist in its Private Bank, based in Washington DC with the possibility of working from Bethesda, MD or Tyson's Corner, VA. You will lead client management activities, develop and execute a relationship plan, and drive growth of your book of business while delivering an exceptional client experience.

Collaborate with partners to understand client needs, manage risk, and mentor team members.

Qualifications

• 8+ years of industry experience is typical for this level.
• Higher level education such as a Masters or certifications is desirable.
• University/college degree is typically required.

Responsibilities

• Lead client management activities and develop a relationship plan to acquire and retain clients.
• Coordinate action plans through discovery to deliver an exceptional client experience.
• Grow the book of business via client expansion and new relationships.
• Manage risk and ensure service delivery aligns with the fees charged; mentor teammates.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC is seeking a Senior Relationship Strategist in its Private Bank, based in Washington DC with the possibility of working from Bethesda, MD or Tyson's Corner, VA. You will lead client management activities, develop and execute a relationship plan, and drive growth of your book of business while delivering an exceptional client experience.

Collaborate with partners to understand client needs, manage risk, and mentor team members.