Strategic Private Banking Relationship Lead

PNC; San Diego (CA); On-site; USD 160,000 - 296,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) with match

Paid time off

Job summary

PNC is seeking a Senior Relationship Strategist for its Private Bank, based in San Diego, CA. This role leads client management, grows a book of business, and ensures exceptional service while aligning with risk controls.

The candidate should have a university degree with 8+ years of relevant experience and a proven ability to expand client relationships. The position emphasizes in-office collaboration, cross-functional teamwork, and a focus on delivering customized financial solutions to

Qualifications

• University / college degree required; 8+ years industry experience typically expected.
• Experience in managing a book of business and driving client expansion.
• Strong relationship management, risk awareness and ability to coach team members.

Responsibilities

• Leads client management activities and executes a relationship plan to acquire and retain clients.
• Coordinates with team to assess client needs and deliver proactive service to meet client goals.
• Develops and executes strategies for sourcing new relationships and expanding existing ones.
• Manages risk and ensures services align with fees; escalates issues with risk partners as needed.
• Maintains accurate CRM-style administration and may train or mentor other team members.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Senior Relationship Strategist for its Private Bank, based in San Diego, CA. This role leads client management, grows a book of business, and ensures exceptional service while aligning with risk controls.

The candidate should have a university degree with 8+ years of relevant experience and a proven ability to expand client relationships. The position emphasizes in-office collaboration, cross-functional teamwork, and a focus on delivering customized financial solutions to