Associate Relationship Strategist SR

Position Overview

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 II within PNC's Private Bank organization, you will be based in the San Francisco Bay area in CA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Supports client management activities with clients and prospective clients. Helps support the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Helps support a book of business.
• Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. 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.
• Helps grow a book of business through support of client expansion and new client acquisition. Helps develop and execute strategies for proactively sourcing new relationships for the bank. Serves as point of communication and contact with existing clients and prospected to ensure expansion opportunities are captured.
• Manages risk through adherence to AMG policies and procedures. Works with risk partners to escalated client concerns to bring about quick resolution. Has 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. Helps ensure the execution of team processes, such as pre‑call planning, post‑call debriefs and relationship reviews.

• 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.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

• Preferred Skills – Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
• Competencies – Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value Selling
• Work Experience – Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Education – Bachelors
• Certifications – No Required Certification(s)
• Licenses – No Required License(s)

Base Salary: $71,500.00 – $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Generally, this opening is expected to be posted for two business…