Full-Time

Relationship Strategist III

PNC Private Bank

Posted on 2/1/2025

PNC Financial Services

PNC Financial Services

10,001+ employees

Offers banking services and financial solutions

Fintech
Financial Services

Senior

Pittsburgh, PA, USA

The position requires time in the office or in the field on a regular basis.

Category
Customer Success Management
Sales & Account Management
Required Skills
Risk Management

You match the following PNC Financial Services's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Responsibilities
  • Leads or supports client management activities with clients and prospective clients.
  • Responsible for the development and execution of a relationship management plan to acquire and retain clients.
  • Is accountable for ongoing exceptional client experience.
  • Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
  • Consistently reviews needs assessment with clients to determine changes.
  • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
  • Held accountable for the growth of their book of business through client expansion and new client acquisition.
  • Develops and executes strategies for proactively sourcing new relationships for the bank.
  • Owns communication and contact with existing clients to ensure expansion opportunities are captured.
  • Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged.
  • Works with risk partners to escalate client concerns to bring about quick resolution.
  • Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
Desired Qualifications
  • Book Of Business
  • Client Relationship Building
  • Customer Engagement
  • Decision Making
  • Financial Analysis
  • Identifying Sales Opportunities
PNC Financial Services

PNC Financial Services

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PNC Bank provides a variety of banking services, including checking and savings accounts, credit cards, home and auto loans, and retirement planning. It caters to individual consumers, small businesses, and large corporations, primarily in the United States. PNC's services include traditional banking options as well as digital solutions like the PNC Virtual Wallet, which combines checking, savings, and financial management tools in one platform. Unlike many competitors, PNC emphasizes community involvement and corporate responsibility, focusing on supporting local communities and stakeholders. With a history of nearly 160 years, PNC aims to assist clients in achieving their financial goals through expert advice and dependable service.

Company Stage

IPO

Total Funding

N/A

Headquarters

Pittsburgh, Pennsylvania

Founded

1845

Simplify Jobs

Simplify's Take

What believers are saying

  • PNC's new online platform will enhance digital banking capabilities and customer experience.
  • PNC's $128 million affordable housing fund strengthens its community involvement and social impact.
  • PNC's appointment of Douglas Dachille to the board enhances its risk management expertise.

What critics are saying

  • Increased fintech competition threatens PNC's market share in digital banking.
  • Departure of key executives like Michael Lyons may impact strategic initiatives.
  • Lukewarm lending environment could limit PNC's growth in loan origination and interest income.

What makes PNC Financial Services unique

  • PNC offers a unique Virtual Wallet integrating checking, savings, and financial management.
  • PNC has a 160-year history, emphasizing community support and corporate responsibility.
  • PNC's tax credit syndication leadership supports affordable housing across the U.S.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Company Equity

Paid Vacation

Paid Sick Leave

Wellness Program

Professional Development Budget