Senior Relationship Strategist

2 weeks 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 of other team members.

Requirements

  • 8+ years of industry experience, preferably with a book of business and knowledge of local market and centers of influence.
  • University/college degree, with higher education desirable.
  • Strong customer service management, decision-making, and critical thinking skills.
  • Ability to manage multiple priorities, products, and services.
  • Excellent communication and influencing skills.

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.

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