Associate Relationship Strategist - PNC Private Bank
PNC, Raleigh, NC, United States
Position Overview
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based in Raleigh, NC. You will support client management activities, coordinate with partners, develop and execute relationship management plans, and help proactively source new relationships.
Job Description
Supports client management activities with clients and prospective clients.
Helps coordinate team members and other PNC partners to deliver an exceptional client experience.
Assists in the development and execution of a relationship management plan.
Determines action plans through thorough discovery of client needs, ensuring a strong client commitment and advocacy.
Supports a book of business; develops strategies for sourcing new relationships, and serves as point of communication with existing clients and prospects.
Manages risk through adherence to AMG policies and procedures; works with risk partners to resolve client concerns.
Maintains timely, accurate and complete sales/client relationship management administration tasks, and helps ensure execution of team processes (e.g., pre-call planning, post-call debriefs, relationship reviews).
Responsibilities PNC employees are expected to be:
Customer Focused – knowledgeable of the values and practices that align customer needs and satisfaction.
Managing Risk – assess and manage all risks associated with business objectives, ensuring adherence to PNC's Enterprise Risk Management Framework.
Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities. Requirements include:
University or college degree with 2+ years of relevant professional experience; or equivalent combination of education, certification, and experience.
Knowledge of client relationship management, communication for impact, decision making, influencing, managing multiple priorities, product knowledge, understanding customer needs, and value selling.
Basic financial analysis and credit product knowledge.
Preferred Skills
Book of Business
Client Relationship Building
Credit
Credit Products
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 with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, certification, and experience may be considered.
Education Bachelor’s degree.
Certifications No certification required.
Licenses No license required.
Benefits PNC offers a comprehensive range of benefits for full-time employees, including medical, dental, vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care, adoption benefits, educational assistance, a robust wellness program, and various paid time off options such as maternity leave, holidays, vacation days, and more.
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Include "accommodation request" in the subject line, your name, the job ID, and your preferred method of contact. Applicants may also call 877-968-7762 and say "Workday" for assistance. All information provided will be kept confidential.
Equal Employment Opportunity (EEO) 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.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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Job Description
Supports client management activities with clients and prospective clients.
Helps coordinate team members and other PNC partners to deliver an exceptional client experience.
Assists in the development and execution of a relationship management plan.
Determines action plans through thorough discovery of client needs, ensuring a strong client commitment and advocacy.
Supports a book of business; develops strategies for sourcing new relationships, and serves as point of communication with existing clients and prospects.
Manages risk through adherence to AMG policies and procedures; works with risk partners to resolve client concerns.
Maintains timely, accurate and complete sales/client relationship management administration tasks, and helps ensure execution of team processes (e.g., pre-call planning, post-call debriefs, relationship reviews).
Responsibilities PNC employees are expected to be:
Customer Focused – knowledgeable of the values and practices that align customer needs and satisfaction.
Managing Risk – assess and manage all risks associated with business objectives, ensuring adherence to PNC's Enterprise Risk Management Framework.
Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities. Requirements include:
University or college degree with 2+ years of relevant professional experience; or equivalent combination of education, certification, and experience.
Knowledge of client relationship management, communication for impact, decision making, influencing, managing multiple priorities, product knowledge, understanding customer needs, and value selling.
Basic financial analysis and credit product knowledge.
Preferred Skills
Book of Business
Client Relationship Building
Credit
Credit Products
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 with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, certification, and experience may be considered.
Education Bachelor’s degree.
Certifications No certification required.
Licenses No license required.
Benefits PNC offers a comprehensive range of benefits for full-time employees, including medical, dental, vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care, adoption benefits, educational assistance, a robust wellness program, and various paid time off options such as maternity leave, holidays, vacation days, and more.
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Include "accommodation request" in the subject line, your name, the job ID, and your preferred method of contact. Applicants may also call 877-968-7762 and say "Workday" for assistance. All information provided will be kept confidential.
Equal Employment Opportunity (EEO) 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.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
#J-18808-Ljbffr