Senior Relationship Strategist - PNC Private Bank

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health Insurance

401(k) with Company Match

Paid Holidays

Job summary

PNC Financial Services Group, Inc. seeks a Senior Relationship Strategist for its Private Bank in Phoenix, AZ.

The role focuses on managing and expanding a book of business, delivering exceptional client experiences, and coordinating cross-functional teams to meet client needs. Qualified candidates typically hold a Bachelor's degree with 8+ years in related roles, strong relationship skills, and a track record of financial analysis and opportunity identification.

Qualifications

• Bachelor's degree required or equivalent experience.
• 8+ years in industry-relevant roles and demonstrable client relationship success.
• Certifications are often required or preferred in private banking.

Responsibilities

• Lead client management activities with current and prospective clients.
• Develop and execute a relationship management plan to acquire and retain clients.
• Own ongoing exceptional client experience and a growing book of business.
• Coordinate with team to determine action plans after thorough discovery.
• Expand client relationships by identifying expansion opportunities and new relationships.
• Ensure risk management and appropriate service delivery aligned with fees.
• Mentor teammates and participate in special projects to strengthen the business.
• Maintain timely relationship management administration and post-call reviews.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.

We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Phoenix, AZ.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Leads client management activities with clients and prospective clients.
• Responsible for the development and execution of a relationship management plan to acquire and retain clients.
• Is accountable for ongoing exceptional client experience.
• Responsible for managing a book of business.
• May assist in developing team members.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
• Consistently reviews needs assessment with clients to determine changes.
• Has well developed knowledge of all business segment capabilities and offerings.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Holds team accountable for deliverables.
• Held accountable for the growth of their book of business through client expansion and new client acquisition.
• Develops and executes strategies for proactively sourcing new relationships for the bank.
• Owns communication and contact with existing clients to ensure expansion opportunities are captured.
• Consistently seeks ways to expand his/her external network for business development.
• Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged.
• Works with risk partners to escrow client concerns to bring about quick resolution.
• Has well developed knowledge of partner offerings to make business-appropriate introductions.
• Is accountable to partners for follow up and client communication after initial introduction.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
• May train, coach and/or mentor other team members.
• May participate in special projects to strengthen the overall business.
• PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Book Of Business
• Client Relationship Building
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Competencies

• Client Relationship Management
• Communicating for Impact
• Decision Making and Critical Thinking
• Influencing
• Managing Multiple Priorities
• Products and Services
• Understanding Customer Needs
• Value Selling

Work Experience and Education

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education Bachelors

Certifications No Required Certification(s)

Licenses No Required License(s)

Language Assessments No Required or Preferred Language Assessments

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match, pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• and years of service

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.