Senior Relationship Strategist – Private Bank (Dallas)

PNC; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical coverage

401(k) with match

Paid time off including vacation and holidays

Educational assistance programs

Job summary

A major financial institution based in Dallas seeks a Relationship Strategist III. The role involves leading client management activities, developing strategies for client acquisition, and ensuring exceptional client experience. Candidates should possess a bachelor's degree, relevant industry experience, and strong skills in client relationship management. Benefits include comprehensive healthcare coverage and a supportive workplace culture fostering employee well-being.

Qualifications

• 5+ years of industry-relevant experience.
• Strong client relationship management skills.
• Ability to manage a book of business effectively.

Responsibilities

• Leads client management activities.
• Develops and executes relationship management plans.
• Manages risk through appropriate client selection.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors Degree

Job description

A major financial institution based in Dallas seeks a Relationship Strategist III. The role involves leading client management activities, developing strategies for client acquisition, and ensuring exceptional client experience. Candidates should possess a bachelor's degree, relevant industry experience, and strong skills in client relationship management. Benefits include comprehensive healthcare coverage and a supportive workplace culture fostering employee well-being.