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PNC
Associate Relationship Strategist
Career Insights for Financial Relationship Manager
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Based on Pennsylvania data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$137,756 / year median in Pennsylvania
-7% projected decline
Job Description
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Associate Relationship Strategist
- PNC Private Bank page is loaded Associate Relationship Strategist
- PNC Private Bank Apply locations PA
- Erie (16501) PA
- Erie time type Full time posted on Posted 2 Days Ago job requisition id R231352 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
STEM OPT
for this position. Job Description As directed, supports client management activities with clients and prospective clients. Helps coordinate team members and other PNC partners to deliver an exceptional client experience. Helps support the development and execution of a relationship management plan. Helps coordinate team members and other PNC partners to deliver an exceptional client experience. Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Has sufficient 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. Helps support a book of business. As directed, helps develop and execute strategies for proactively sourcing new relationships for the bank. Serves as a point of communication and contact with existing clients and prospects to ensure expansion opportunities are captured. Manages risk through adherence to AMG policies and procedures. Works with risk partners to escalate client concerns to bring about quick resolution. Has sufficient knowledge of partner offerings to make business-appropriate introductions. As directed, maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Helps ensure the execution of team processes (e.g. pre-call planning, post-call debriefs, relationship reviews). 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 Framework.