Senior Relationship Strategist - PNC Private Bank

Lead client management activities by developing and executing relationship management plans to acquire and retain clients while managing a book of business. Conduct thorough discovery of client needs to deliver exceptional experiences, consistently review assessments for changes, and proactively source new relationships through external network expansion. Own communication with existing clients to capture expansion opportunities and manage risk through appropriate client selection and escalation of concerns. Maintain accurate sales and relationship administration tasks while ensuring team processes like pre-call planning and post-call debriefs are executed. May assist in developing team members, participating in special projects to strengthen the business, and leveraging knowledge of partner offerings to make business-appropriate introductions.