Senior Relationship Strategist - Private Bank

Senior Relationship Strategist – PNC Private Bank

Join to apply for the Senior Relationship Strategist – PNC Private Bank role at PNC.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success.

As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Birmingham, AL, Mobile, AL, or Pensacola, FL. You will function as the lead in business development and must have served in a similar role in the market. A CFP is preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT.

• 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.
• 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.
• Manages risk through appropriate client selection and ensures service delivery is consistent with the fees being charged. Works with risk partners to resolve client concerns.
• Maintains timely, accurate and complete sales/client relationship management administration tasks. Ensures execution of team processes such as pre-call planning, post-call debriefs and relationship reviews. May train, coach, or mentor other team members. May participate in special projects.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.

Preferred Skills Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

Competencies Customer Experience Management, Customer Service Management, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Selling, Understanding Customer Needs, Value Selling

Work Experience Industry relevant experience typically 8+ years. Roles at this level typically require a university/college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. In lieu of a degree, a comparable combination of education, job‑specific certification, and experience may be considered.

Education Bachelors

Certifications No Required Certification(s)

Licenses No Required License(s)

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement;

educational assistance; and a robust wellness program with financial incentives. Paid time off includes maternity and parental leave, up to 11 paid holidays each year, 8 occasional absence days, and 15 to 25 vacation days depending on career level.

If an accommodation is required to participate in the application process, please contact us via email at  Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance. All information will be kept confidential and used only to provide reasonable accommodations.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. This position is subject to applicable federal regulations prohibiting hiring of individuals with certain criminal history. California Residents:
Refer to the California Consumer Privacy Act Privacy Notice for how PNC uses personal information in hiring practices.