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About the Role

As a Senior Relationship Strategist within the PNC Private Bank organization, you will lead client management activities, develop and execute relationship management plans, and ensure exceptional client experiences. You will manage a book of business, coordinate with teams to discover client needs, and maintain strong client commitments through proactive and responsive service. This role is based in Austin, TX, and PNC is an in-office company that fosters a supportive culture.

Responsibilities

Leads client management activities with clients and prospective clients.
Responsible for the development and execution of a relationship management plan to acquire and retain clients.
Is accountable for ongoing exceptional client experience.
Responsible for managing a book of business.
May assist in developing team members.
Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
Consistently reviews needs assessment with clients to determine changes.
Has well developed knowledge of all business segment capabilities and offerings.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
Holds team accountable for deliverables.
Held accountable for the growth of their book of business through client expansion and new client acquisition.
Develops and executes strategies for proactively sourcing new relationships for the bank.
Owns communication and contact with existing clients to ensure expansion opportunities are captured.
Consistently seeks ways to expand his/her external network for business development.
Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged.
Works with risk partners to escalate client concerns to bring about quick resolution.
Has well developed knowledge of partner offerings to make business-appropriate introductions.
Is accountable to partners for follow up and client communication after initial introduction.
Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
May train, coach and/or mentor other team members.
May participate in special projects to strengthen the overall business.

Requirements

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Skills

Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Location

Austin, TX

Work Type

In-office

Experience Level

8+ years

Education Level

Bachelors

Benefits

Medical/prescription drug coverage (with a Health Savings Account feature)
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, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
Between 15 to 25 vacation days each year, depending on career level
Years of service

About the Company

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders.
We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.
Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
Being a great place to work means we are making a lasting difference for everyone we serve.

Equal Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.