Client Relationship Specialist

2 weeks ago

Media, Pennsylvania, United States PNC Financial Services Group Full time
Job Overview

Position Summary

At PNC Financial Services Group, our employees are our most valuable asset and a key factor in our competitive edge within the financial sector. We are committed to providing an exceptional experience for our clients. Each day, we strive to cultivate an inclusive workplace culture where every team member feels appreciated, respected, and empowered to contribute to the organization's success. As a Client Relationship Specialist within PNC's Retail division, you will play a pivotal role in enhancing client engagement and satisfaction.Key Responsibilities
  • Develop and enhance client relationships within the mass affluent segment and Business Banking opportunities, focusing on accounts with sales revenue under $1 million. Drive business outcomes through effective collaboration with a diverse range of partners. Responsible for initiating lead generation and conducting client meetings both in-person and remotely. Ensure a superior client experience from initial contact through onboarding and ongoing service.
  • Lead management and referral generation--Utilize your expertise in banking products and services to identify opportunities for growth and attract new affluent households. Manage and nurture Business Banking relationships under $1 million in sales revenue. Employ customer insights to formulate actionable sales strategies. Generate high-quality referrals to partner teams. Utilize available tools and methodologies to optimize business performance.
  • Foster collaborative relationships with internal and external partners. Engage with a wide array of ecosystem stakeholders, including Private Banking, Business Banking, and Mortgage services. Identify the most suitable resources to meet client needs and facilitate introductions. Ensure partners are accountable for timely updates and follow-ups on referrals.
  • Enhance customer experience management--Differentiate the client experience through advanced communication skills. Deliver tailored solutions that align with client needs and address their concerns promptly and courteously. Act as an advocate for affluent clients, addressing their unique requirements across various departments within PNC.
  • Collaborate with branch personnel to identify and create referral opportunities within the mass affluent and business banking sectors. Work closely with management to follow up on independent opportunities to expand client engagement.

At PNC, we take pride in our reputation, and we expect our employees to embody the following values:

  • Client-Centric Approach - Understanding and prioritizing client needs and satisfaction in all business decisions, leveraging this knowledge to create customized solutions.
  • Risk Management - Effectively assessing and managing risks associated with business objectives to ensure compliance with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates will demonstrate the necessary knowledge, skills, and abilities for this role. Below are the required skills, competencies, work experience, education, and certifications needed for success in this position.

Preferred SkillsAccountability, Banking Expertise, Client Loyalty, Customer Experience Management, Customer Service, Opportunity Identification, Technology Utilization, Proactive SalesCompetenciesBanking Products Knowledge, Business Acumen, Customer Experience Management, Digital Literacy, Effective Communication, Multi-Priority Management, Matrix Management, Prospecting, Sales Techniques, Understanding Client NeedsWork ExperienceTypically requires a university/college degree with less than one year of professional experience or successful completion of a formal development program. A combination of education, relevant certifications, and experience may be considered in lieu of a degree.EducationBachelor's DegreeCertificationsNo Required CertificationsLicensesCandidates may be subject to additional background checks as required by regulatory standards.BenefitsPNC offers a comprehensive range of benefits to support your current and future needs. Full-time employees may be eligible for options including medical and prescription drug coverage, dental and vision plans, life insurance, short and long-term disability protection, a 401(k) plan with company match, pension plans, and educational assistance programs. Additionally, PNC provides paid time off, including maternity and parental leave, holidays, vacation days, and occasional absence days.

For more information on our benefits and programs, please refer to our official resources.

Disability Accommodations Statement

If you require an accommodation to participate in the application process, please reach out to us. Include your request in the subject line and provide your name and preferred contact method in the body of the message. All information will be kept confidential and used solely for the purpose of providing necessary accommodations.


At PNC, we are committed to fostering an inclusive and accessible workplace. We provide reasonable accommodations to applicants and qualified individuals with disabilities who need assistance in performing essential job functions.

Equal Employment Opportunity (EEO)


PNC is an equal opportunity employer, providing opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose your personal information during the hiring process.

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