PNC
Senior Relationship Strategist - PNC Private Bank
PNC, Pensacola, Florida, United States, 32573
Sr. Relationship Strategist
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 Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Mobile, AL or Pensacola, FL. The job description entails leading or supporting client management activities with clients and prospective clients. The role is responsible for the development and execution of a relationship management plan to acquire and retain clients. The individual is accountable for ongoing exceptional client experience and has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. The position may assist the directors in developing team members. The Sr. Relationship Strategist will coordinate with the team to determine an action plan through thorough discovery of client needs to deliver an exceptional client experience. The individual consistently reviews needs assessment with clients to determine changes and has working knowledge of all business segment capabilities and offerings. They ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals and hold the team accountable for deliverables. The role is held accountable for the growth of their book of business through client expansion and new client acquisition. The individual develops and executes strategies for proactively sourcing new relationships for the bank and owns communication and contact with existing clients to ensure expansion opportunities are captured. They consistently seek ways to expand their external network for business development. The Sr. Relationship Strategist manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. They work with risk partners to escalate client concerns to bring about quick resolution and have well-developed knowledge of partner offerings to make business-appropriate introductions. The individual is accountable to partners for follow-up and client communication after the initial introduction. The role maintains timely, accurate, and complete sales/client relationship management administration tasks as determined by the business. They ensure the execution of team processes, such as pre-call planning, post-call debriefs, and relationship reviews. The Sr. Relationship Strategist may train, coach, and/or mentor other team members and 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. 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 Master's 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)
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 Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Mobile, AL or Pensacola, FL. The job description entails leading or supporting client management activities with clients and prospective clients. The role is responsible for the development and execution of a relationship management plan to acquire and retain clients. The individual is accountable for ongoing exceptional client experience and has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. The position may assist the directors in developing team members. The Sr. Relationship Strategist will coordinate with the team to determine an action plan through thorough discovery of client needs to deliver an exceptional client experience. The individual consistently reviews needs assessment with clients to determine changes and has working knowledge of all business segment capabilities and offerings. They ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals and hold the team accountable for deliverables. The role is held accountable for the growth of their book of business through client expansion and new client acquisition. The individual develops and executes strategies for proactively sourcing new relationships for the bank and owns communication and contact with existing clients to ensure expansion opportunities are captured. They consistently seek ways to expand their external network for business development. The Sr. Relationship Strategist manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. They work with risk partners to escalate client concerns to bring about quick resolution and have well-developed knowledge of partner offerings to make business-appropriate introductions. The individual is accountable to partners for follow-up and client communication after the initial introduction. The role maintains timely, accurate, and complete sales/client relationship management administration tasks as determined by the business. They ensure the execution of team processes, such as pre-call planning, post-call debriefs, and relationship reviews. The Sr. Relationship Strategist may train, coach, and/or mentor other team members and 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. 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 Master's 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)