Senior Relationship Strategist - PNC Private Bank
On-site · Troy, Michigan, United States
Job Summary
Senior Relationship Strategist for PNC Private Bank based in Troy, MI. Leads client management activities, develops and executes a relationship management plan to acquire and retain clients, manages a book of business, expands client relationships, and coordinates with teams to deliver proactive, high-quality service. Responsible for client development, acquisition of new relationships, and ongoing client communications; may train or mentor other team members and participate in special projects. Must have a university degree with typically 8+ years of relevant experience; strong skills in client relationship building, financial analysis, opportunity identification, and cross-selling within financial services; experience in risk management and delivering exceptional client experience.
Required Qualifications
- Bachelor's degree
- 8+ years of industry experience
- Certifications/Licensure desirable but not required
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