Senior Relationship Strategist - PNC Private Bank

Position Overview

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 Sarasota, FL.

The ideal candidate will meet the following qualifications:

• Sales DNA (needs to drive the sales process and not just manage relationships)
• Technical knowledge
• Local network (attorneys, accountants, wealth-oriented organizations, etc.)

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

Leads 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.
• Responsible for managing a book of business.
• May assist in developing team members.
• Coordinates with team to determine action plan through thorough discovery of client needs.
• Consistently reviews needs assessment with clients to determine changes.
• Has well developed knowledge of all business segment capabilities and offerings.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Holds team accountable for deliverables.
• 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.
• Consistently seeks ways to expand his/her external network for business development.
• Manages risk through appropriate client selection and ensures service delivery is consistent with fees being charged.
• Works with risk partners to escalated client concerns to bring about quick resolution.
• Has well developed knowledge of partner offerings to make business-appropriate introductions.
• Is accountable to partners for follow up and client communication after initial introduction.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Ensures the execution of team processes such as pre-call planning, post-call debriefs and relationship reviews.
• May train, coach and/or mentor other team members.
• May participate in special projects to strengthen the overall business.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.

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

• Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value Selling

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

PNC offers a comprehensive range of benefits, including medical/prescription drug coverage with a Health Savings Account feature, dental and vision options, life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, child/elder care, educational assistance, a robust wellness program, paid time off, maternity/parental leave, holidays, and vacation days. Full details are available at

If an accommodation is required to participate in the application process, please contact us via email at  Please include "accommodation request" in the subject line title and be sure to include your name, the job , and your preferred method of contact in the body of the email. Applicants may also call  and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual…