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Senior Relationship Strategist

2 months ago

Dallas, 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 Dallas, 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/mentoring of other team members.

Requirements

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.
  • 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 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 SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesCustomer Experience Management., Customer Service Management, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Selling., Understanding Customer Needs, Value SellingWork ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)