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 San Diego, CA.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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 to deliver an exceptional client experience.

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 that our service delivery is consistent with the fees being charged. Works with risk partners to escalate 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. Listed below are skills, competencies, work experience, education, and required certifications/licenses needed to be successful in this position. Preferred skills include: strong relational banking experience, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.

• 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 (including military service) may be considered.

• Bachelors
• No Required Certifications, Licenses

Base Salary: $ – $. Salaries may vary based on geographic location, market data and on…