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PNC Financial Services

Runs a national bank for people and businesses

Senior Relationship Strategist

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA

About the Job

Requirements

  • Industry-relevant experience is typically 8 or more years; specific certifications are often required.
  • A bachelor's degree is listed, though a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.

Responsibilities

  • Lead client management activities with clients and prospective clients, and develop and execute relationship management plans to acquire and retain clients.
  • Manage a book of business and remain accountable for the ongoing client experience.
  • Coordinate with the team to determine action plans through discovery of client needs, and regularly review needs assessments with clients to identify changes.
  • Use knowledge of business-segment capabilities and offerings to deliver proactive and responsive service that meets client goals and strengthens client commitment and advocacy.
  • Hold the team accountable for deliverables.
  • Grow the book of business through client expansion and new client acquisition, and develop and execute strategies to source new bank relationships.
  • Maintain communication with existing clients to identify expansion opportunities and expand the external network for business development.
  • Manage risk through appropriate client selection and ensure service delivery is consistent with fees charged.
  • Work with risk partners to escalate and resolve client concerns, and use knowledge of partner offerings to make appropriate introductions.
  • Follow up with partners and communicate with clients after initial introductions.
  • Complete timely, accurate, and complete sales and client relationship management administration tasks as determined by the business.
  • Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
  • Train, coach, or mentor team members as needed, and may participate in special projects to strengthen the business.
  • Apply customer-focused practices by prioritizing customer needs and satisfaction when making business decisions and creating customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Higher education such as a master's degree, PhD, or certifications is desirable.
  • Preferred skills include managing a book of business, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.
  • Relevant competencies include client relationship management, communicating for impact, decision making and critical thinking, influencing, managing multiple priorities, knowledge of products and services, understanding customer needs, and value selling.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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