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Senior Relationship Strategist

2 months ago

Houston, Texas, United States PNC Financial Services Group Full time
Job Overview

Position Summary

PNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team in Houston, TX. As a key member of our Private Bank organization, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth clients.

Key Responsibilities
  • Lead client management activities with clients and prospective clients, ensuring exceptional client experience and ongoing relationship growth.
  • Develop and execute strategies for proactively sourcing new relationships, expanding existing client relationships, and identifying sales opportunities.
  • Collaborate with team members to determine action plans, review needs assessments, and deliver proactive and responsive service to meet client goals.
  • Manage risk through client selection and ensure service delivery is consistent with fees being charged.
  • Maintain timely, accurate, and complete sales/client relationship management administration tasks, ensuring execution of team processes and training/coaching of other team members.

Requirements

To be successful in this role, you will need to demonstrate:

  • Customer Focus - Knowledge of customer needs and satisfaction as primary considerations in all business decisions.
  • Risk Management - Ability to assess and manage risks associated with business objectives and activities.

Preferred Qualifications

Industry relevant experience of 8+ years, with a university/college degree and/or higher education desirable. Specific certifications may be required.


Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription drug coverage, 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, and more.


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.