Overview
Position: Senior Relationship Strategist within the PNC Private Bank organization, based in Ft Worth, TX. PNC emphasizes an inclusive workplace culture and delivering the best experience for customers. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. The role is described in the context of the organization and location. Responsibilities
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. Accountable for ongoing exceptional client experience and for managing a book of business. May assist in developing team members. Coordinates with the team to determine action plans through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessments with clients to determine changes. Applies knowledge of business segment capabilities and offerings to deliver proactive and responsive service. Holds the team accountable for deliverables. Drives growth of the book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Maintains communication with existing clients to ensure expansion opportunities are captured. Expands external network for business development. Manages risk through appropriate client selection and ensuring service delivery aligns with the fees charged. Works with risk partners to escalate client concerns for quick resolution. Has knowledge of partner offerings to facilitate appropriate introductions and follows up with clients after initial introductions. Maintains timely, accurate, and complete sales/client relationship management administration tasks as determined by the business. Ensures 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 employee expectations
Customer Focused
- Knowledgeable of 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 risks associated with business objectives and activities to ensure adherence to 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
Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, 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; 9 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 pncthrive.com. Disability Accommodations
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
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 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
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Position: Senior Relationship Strategist within the PNC Private Bank organization, based in Ft Worth, TX. PNC emphasizes an inclusive workplace culture and delivering the best experience for customers. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. The role is described in the context of the organization and location. Responsibilities
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. Accountable for ongoing exceptional client experience and for managing a book of business. May assist in developing team members. Coordinates with the team to determine action plans through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessments with clients to determine changes. Applies knowledge of business segment capabilities and offerings to deliver proactive and responsive service. Holds the team accountable for deliverables. Drives growth of the book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Maintains communication with existing clients to ensure expansion opportunities are captured. Expands external network for business development. Manages risk through appropriate client selection and ensuring service delivery aligns with the fees charged. Works with risk partners to escalate client concerns for quick resolution. Has knowledge of partner offerings to facilitate appropriate introductions and follows up with clients after initial introductions. Maintains timely, accurate, and complete sales/client relationship management administration tasks as determined by the business. Ensures 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 employee expectations
Customer Focused
- Knowledgeable of 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 risks associated with business objectives and activities to ensure adherence to 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
Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, 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; 9 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 pncthrive.com. Disability Accommodations
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
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 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
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
#J-18808-Ljbffr