Senior Relationship Strategist

1 day ago


Palm Beach Gardens, Florida, United States PNC Financial Services Group Full time
Job Description

PNC Financial Services Group is seeking a highly skilled and experienced professional to fill the role of Senior Relationship Strategist. As a key member of our team, you will be responsible for leading and supporting client management activities, developing and executing relationship management plans, and ensuring exceptional client experiences.

Key Responsibilities
  • Client Relationship Management
    • Lead or support client management activities with clients and prospective clients.
    • Develop and execute relationship management plans to acquire and retain clients.
    • Ensure ongoing exceptional client experiences.
  • Business Development
    • Coordinate with team members to determine action plans through thorough discovery of client needs.
    • Review needs assessments with clients to determine changes.
    • Have a working knowledge of all business segment capabilities and offerings.
  • Risk Management
    • Manage risk through appropriate client selection.
    • Ensure that service delivery is consistent with fees being charged.
    • Work with risk partners to escalate client concerns and bring about quick resolution.
  • Administrative Tasks
    • Maintain timely, accurate, and complete sales/client relationship management administration tasks.
    • Ensure the execution of team processes, such as pre-call planning, post-call debriefs, and relationship reviews.
Requirements
  • Education
    • University/college degree required.
    • Higher-level education, such as a Master's degree or PhD, is desirable.
  • Experience
    • Industry-relevant experience of 8+ years is typically required.
    • Specific certifications may be required.
  • Skills
    • Book of business management.
    • Client relations and customer engagement.
    • Decision-making and financial analysis.
    • Sales and business development.
Benefits

PNC Financial Services Group offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

In addition, PNC Financial Services Group generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, and between 15 to 25 vacation days each year, depending on career level.



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