Relationship Strategist Senior - PNC Private Bank - Dallas TX
Company: PNC Financial Services Group
Posted on: June 25, 2022
At PNC, our people are our greatest differentiator and competitive
advantage in the markets we serve. We are all united in delivering
the best experience for our customers. We work together each day to
foster an inclusive workplace culture where all of our employees
feel respected, valued and have an opportunity to contribute to the
company's success. As a Relationship Strategist Senior within PNC's
Private Bank organization, you will be based in Dallas, TX.
At PNC Private Bank, we strive to become the leading
relationship-based provider of banking, investment, planning and
fiduciary services to high and ultra-high net worth individuals and
families. Our goal is to drive consistent, profitable, organic
growth by delivering positive client outcomes and an unmatched
client experience. Individuals and families of wealth face
challenges that require solutions as unique as their needs. We will
be relentless in our focus on: Retaining and expanding our
relationships with existing clients, Acquiring new clients,
Attracting, retaining and developing the industry's best
How we go to market: PNC Private Bank provides world-class service
to more than 50,000 clients through 900+ client-facing employees in
80+ offices in 16 states and Washington, D.C. Our team-based,
advice-led go-to market strategy is executed locally through our
sales leaders and their teams. We offer value-added ideas and
solutions through a comprehensive product set that leverages the
entire PNC franchise. PNC Private Bank is a key component of PNC's
Wealth Continuum, working to grow and develop with our clients to
help them achieve financial success.
As a Senior Relationship Strategist your primary responsibility is
to source and close new client relationships. Your success will be
depended upon success in building a client book of business that
grows annually at a pace equal to or above your goals. Unlike most
banks, you retain these clients as your book of business and try to
expand the share of wallet from each client. You are NOT a business
development offer forced to hand off clients to other advisors. As
a Relationship Strategist you are charged with the responsibility
to select specialist in each area of discipline (ei: investments,
credit, wealth transfer and planning) that you feel fit each new
client. The Relationship Strategist then leads the team of
specialist in coordinate these services.
Ideal Candidate will possess the following:
- Typically 8+ years of relevant experience and
university/college degree in related field of study. Open to
consider candidates with an equivalent combination of education and
- Bachelor's degree in Finance or related field preferred.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Demonstrates strong leadership qualities - In-depth /
- Relationship building experience - In-depth / Expert.
- Flexibility to adapt to clients' preferences regarding
- Client retention/relationship growth and New Business
Development experience - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group
collaboration - In-depth / Expert.Job Description
Leads or supports 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. Has a book
of business that typically consists of the largest and/or most
complex and sophisticated client relationships. May assist the
directors 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 working 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
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.
PNC Employees take pride in our reputation and to continue building
upon that we expect our employees to be:
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
Customer Experience Management. - Implements the strategies and
techniques used to ensure that customers have a positive experience
with the organization and its products and services at every touch
Customer Service Management - Knowledge of and ability to utilize
tools and techniques for maintaining an environment where all
understand, and are committed to, providing excellent service to
internal and external customers.
Decision Making and Critical Thinking - Understanding of the issues
related to the decision-making process; ability to analyze
situations fully and accurately, and reach productive
Effective Communications - Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Influencing - Knowledge of effective influencing tactics and
strategies; ability to impact decisions within and outside own
Managing Multiple Priorities - Ability to manage multiple
concurrent objectives, projects, groups, or activities, making
effective judgments as to prioritizing and time allocation.
Products and Services - Knowledge of major products and services
and product and service groups; ability to apply this knowledge
appropriately to diverse situations.
Selling. - Applies knowledge of banking products and services to
meet customer needs and enable them to achieve their financial
goals. Identifies prospecting approaches to identify potential
customers and create opportunities to sell financial solutions and
ideas to customers.
Understanding Customer Needs - Knowledge of and the ability to
recognize and be sensitive to the different perspectives and
priorities of different customers.
Value Selling - Knowledge of the principles and practices for
selling products, technology and services; ability to provide
overall product/service 'value' and differentiating support
offerings that address clearly understood customer needs.
Roles at this level typically require a university / college
degree. Higher level education such as a Masters degree, PhD, or
certifications is desirable. Industry relevant experience is
typically 8+ years. Specific certifications are often required. In
lieu of a degree, a comparable combination of education and
experience (including military service) may be considered.
Additional Job Description
PNC offers employees a comprehensive range of benefits to help meet
your needs now and in the future. Depending on your eligibility,
options for full-time employees include 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; maternity and parental leave; paid
holidays, vacation days and occasional absence time; 401(k),
pension and stock purchase plans; dependent care reimbursement
account; back-up child/elder care; adoption assistance; educational
assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits
for part-time employees, visit pncbenefits.com > New to PNC
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
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.
Refer to the California Consumer Privacy Act Privacy Notice to gain
understanding of how PNC may use or disclose your personal
information in our hiring practices.
Keywords: PNC Financial Services Group, Dallas , Relationship Strategist Senior - PNC Private Bank - Dallas TX, Accounting, Auditing , Dallas, Texas
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