Senior Relationship Strategist, Private Banking

Fairygodboss; Dallas (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental/vision

Life insurance

Disability protection

401(k) with match

Paid time off

Holidays

Job summary

PNC's Private Bank is seeking a Relationship Strategist III to manage a book of business in Dallas, TX. The role focuses on acquiring and retaining high-value clients, expanding the client base, and delivering exceptional service through proactive relationship management.

Responsibilities include strategic planning, cross-functional collaboration, risk-aware client servicing, and maintaining robust client communications.

Qualifications

• Roles typically require a university degree with 5+ years of industry-relevant experience.
• Certifications are often required; a combination of education, certification, and experience may be considered in lieu of a degree.

Responsibilities

• Leads client management activities with clients and prospects, develops and executes a relationship management plan to acquire and retain clients.
• Drives growth of their book of business through client expansion and new client acquisition.
• Controls communication with existing clients to ensure expansion opportunities are captured and strengthens external network for business development.
• Coordinates with team to determine action plans through discovery of client needs and delivers proactive and responsive service.

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 is seeking a Relationship Strategist III to manage a book of business in Dallas, TX. The role focuses on acquiring and retaining high-value clients, expanding the client base, and delivering exceptional service through proactive relationship management.

Responsibilities include strategic planning, cross-functional collaboration, risk-aware client servicing, and maintaining robust client communications.