Senior Relationship Strategist

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.

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; Accountable for ongoing exceptional client experience; Responsible for managing a book of business; Coordinates with team to determine action plan through thorough discovery of client needs; Consistently reviews needs assessment with clients; Ensures strong client commitment and advocacy by delivering proactive and responsive service; Holds team accountable for deliverables; Accountable for growth of book of business through client expansion and new client acquisition; Develops and executes strategies for proactively sourcing new relationships; Owns communication and contact with existing clients; Manages risk through appropriate client selection; Maintains timely, accurate and complete sales/client relationship management administration tasks; May train, coach and/or mentor other team members; May participate in special projects

Requirements

University/college degree; Bachelors; Typically 8+ years of industry relevant experience; Book of Business; Client Relationship Building; Customer Engagement; Decision Making; Financial Analysis; Identifying Sales Opportunities; Customer Experience Management; Customer Service Management; Decision Making and Critical Thinking; Effective Communications; Influencing; Managing Multiple Priorities; Products and Services; Selling; Understanding Customer Needs; Value Selling

Nice to have

Higher level education such as a Masters degree, PhD, or certifications

Benefits

Medical/prescription drug coverage with 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; wellness program with financial incentives; maternity and/or parental leave; up to 11 paid holidays each year; occasional absence days; 15 to 25 vacation days each year depending on career level and years of service