Senior Relationship Strategist, Private Bank Growth

PNC; Cincinnati (OH); On-site; USD 133,000 - 247,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401(k) with match

Paid time off

Employee wellness programs

Job summary

PNC's Private Bank seeks a Senior Relationship Strategist in Cincinnati, OH to lead client management, expand the client book, and ensure exceptional service. The role works with senior bankers to develop proactive plans, deepen relationships and drive cross-sell opportunities.

You will manage risk, coordinate with risk partners, and mentor team members while delivering tailored financial solutions to high-net-worth clients in a fast-paced in-office environment.

Qualifications

• University/college degree required; 8+ years of industry experience typical.
• Higher level education such as a Masters, PhD, or certifications desirable.
• Industry knowledge aligned with Private Bank client management.

Responsibilities

• Leads client management activities with clients and prospects; develops and executes a relationship plan.
• Coordinates with team to determine action plans and ensure proactive service for client goals.
• Grows the book of business through client expansion and new relationships; drives business development.
• Manages risk with appropriate client selection and clear communication with risk partners.
• Maintains sales administration tasks and supports team processes and reviews.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's

Job description

PNC's Private Bank seeks a Senior Relationship Strategist in Cincinnati, OH to lead client management, expand the client book, and ensure exceptional service. The role works with senior bankers to develop proactive plans, deepen relationships and drive cross-sell opportunities.

You will manage risk, coordinate with risk partners, and mentor team members while delivering tailored financial solutions to high-net-worth clients in a fast-paced in-office environment.