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Senior Relationship Strategist - PNC Private Bank

On-site · Troy, Michigan, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise

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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PNC Financial Services Group

Senior Relationship Strategist - PNC Private Bank

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