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PNC · 1 month ago

Relationship Manager Senior - AMG, PNC Private Bank

Dallas, TX

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services company that values its people as its greatest competitive advantage. As a Senior Relationship Manager in PNC's Private Bank, you will lead client management activities, develop relationship management plans, and ensure exceptional client experiences while managing a book of business.

BankingFinanceFinancial Services

No H1B

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

Qualification

Client Relationship ManagementFinancial AnalysisIdentifying Sales OpportunitiesBook Of BusinessCustomer EngagementCommunicating for ImpactInfluencingManaging Multiple PrioritiesUnderstanding Customer NeedsValue SellingDecision Making