Senior Relationship Strategist - PNC Private Bank
PNC, Sarasota, FL, United States
Senior Relationship Strategist - PNC Private Bank
Join the PNC Private Bank team as a Senior Relationship Strategist based in Sarasota, FL. The role focuses on delivering an exceptional client experience through proactive client management, business development, and risk management.
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company’s success.
Responsibilities
Lead client management activities with clients and prospective clients, including developing and executing a relationship management plan to acquire and retain clients.
Coordinate with the team to determine action plans through a thorough discovery of client needs, delivering an exceptional client experience and ensuring continuous improvement.
Hold a growing book of business, driving client expansion and new client acquisition through proactive relationship sourcing and network development.
Manage risk through appropriate client selection, ensuring service delivery aligns with fees and cooperating with risk partners for quick resolution of client concerns.
Maintain timely, accurate sales and client relationship administration tasks, execute team processes, and mentor or train other team members.
Qualifications
Sales DNA: Demonstrated ability to drive the sales process rather than merely managing relationships.
Technical knowledge relevant to private banking services.
Local network: Established connections with attorneys, accountants, wealth-oriented organizations, etc.
University/college degree; 8+ years of relevant industry experience.
Preferred skills: Book of business development, client relationship building, customer engagement, decision making, financial analysis, identifying sales opportunities.
Competencies: Client relationship management, communicating for impact, decision making and critical thinking, influencing, managing multiple priorities, understanding customer needs, value selling.
Benefits PNC offers a comprehensive range of benefits for full‑time employees, including medical, dental, and vision coverage; life insurance; short and long‑term disability; 401(k) with match; pension and stock purchase plans; dependent care reimbursement; educational assistance; a wellness program; and paid time off (including parental leave, holidays, vacation, and incidental days). For full details, visit Your PNC Total Rewards.
Disability Accommodations Statement Contact AccommodationRequest@pnc.com or call 877-968-7762 (“Workday”) to request reasonable accommodations for the application process. All information is confidential and used only as required.
Equal Employment Opportunity (EEO) Statement 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 any other protected category. This position is subject to federal regulatory requirements related to criminal history and licensing statutes.
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Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company’s success.
Responsibilities
Lead client management activities with clients and prospective clients, including developing and executing a relationship management plan to acquire and retain clients.
Coordinate with the team to determine action plans through a thorough discovery of client needs, delivering an exceptional client experience and ensuring continuous improvement.
Hold a growing book of business, driving client expansion and new client acquisition through proactive relationship sourcing and network development.
Manage risk through appropriate client selection, ensuring service delivery aligns with fees and cooperating with risk partners for quick resolution of client concerns.
Maintain timely, accurate sales and client relationship administration tasks, execute team processes, and mentor or train other team members.
Qualifications
Sales DNA: Demonstrated ability to drive the sales process rather than merely managing relationships.
Technical knowledge relevant to private banking services.
Local network: Established connections with attorneys, accountants, wealth-oriented organizations, etc.
University/college degree; 8+ years of relevant industry experience.
Preferred skills: Book of business development, client relationship building, customer engagement, decision making, financial analysis, identifying sales opportunities.
Competencies: Client relationship management, communicating for impact, decision making and critical thinking, influencing, managing multiple priorities, understanding customer needs, value selling.
Benefits PNC offers a comprehensive range of benefits for full‑time employees, including medical, dental, and vision coverage; life insurance; short and long‑term disability; 401(k) with match; pension and stock purchase plans; dependent care reimbursement; educational assistance; a wellness program; and paid time off (including parental leave, holidays, vacation, and incidental days). For full details, visit Your PNC Total Rewards.
Disability Accommodations Statement Contact AccommodationRequest@pnc.com or call 877-968-7762 (“Workday”) to request reasonable accommodations for the application process. All information is confidential and used only as required.
Equal Employment Opportunity (EEO) Statement 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 any other protected category. This position is subject to federal regulatory requirements related to criminal history and licensing statutes.
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