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PNC Financial Services

Runs a national bank for people and businesses

Relationship Strategist 2

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLansing, MI, USANo salary listed

About the Job

Requirements

  • A university or college degree is typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • Three or more years of relevant or direct industry experience are typically required at this level.
  • Candidates should demonstrate appropriate knowledge, skills, and abilities for the role.
  • The role requires knowledge of customer-focused values and practices and the ability to use customer needs and satisfaction to create customized solutions.
  • The role requires the ability to assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

  • Support client management activities with clients and prospective clients.
  • Help develop and execute a relationship management plan to acquire and retain clients, maintain an exceptional client experience, and support a book of business.
  • Coordinate with the team to determine action plans through discovery of client needs and deliver an exceptional client experience.
  • Use working knowledge of business-segment capabilities and offerings to meet client goals through proactive and responsive service.
  • Hold the team accountable for deliverables.
  • Help grow a book of business by supporting client expansion and new client acquisition.
  • Help develop and execute strategies to proactively source new bank relationships.
  • Serve as a communication and contact point for existing and prospective clients to capture expansion opportunities.
  • Manage risk by adhering to AMG policies and procedures and working with risk partners to escalate client concerns for timely resolution.
  • Use knowledge of partner offerings to make appropriate introductions and follow up with partners and clients after initial introductions.
  • Maintain timely, accurate, and complete sales and client-relationship administration tasks as determined by the business.
  • Help ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.

Desired Qualifications

  • Preferred skills include business development book-of-business support, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.
  • Certifications are often desired.

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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