Relationship Strategist Sr. - PNC Private Bank

Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
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
Roles at this level typically require a university / college degree
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 Certification(s)
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future
Depending on your eligibility, options for full-time employees 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, including select programs fully paid; a robust wellness program with financial incentives
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards
Responsibilities
Responsibilities require time in the office or in the field on a regular basis
Some responsibilities may be performed remotely, at the manager’s discretion
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
Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships
May assist the directors 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 working 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
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
Job description
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 Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Miami office.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

Job Description
• 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. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors 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 working 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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
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.

Education
Bachelors

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees 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, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 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.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, ****** orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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