Relationship Strategist II - PNC Private Bank

Relationship Strategist II

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 Wealth Management organization, you will be based in Cleveland, Ohio. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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 larger and / or more complex client relationships.

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.

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.

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 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.

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.

Qualifications

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

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

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)

Pay Transparency

Base Salary : $55,000.00 $98,000.00 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.

Application Window

Generally, this opening is expected to be posted for two business days from 09 / 24 / 2025, although it may be longer with business discretion.

Benefits

PNC offers 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; 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, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.