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Associate Relationship Strategist

PNC Financial Services Group -
Sarasota, FL

Apply Now

Job Details

Full-time

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Customer records maintenance
Customer communication
Financial sales
Financial services customer support
Customer relationship building
Sales needs analysis
Opportunity Management
Promoting bank products
Account development
Mid-level
Financial analysis
Bachelor's degree
Managing clients in a finance role
Client retention
Decision making
Customer engagement
Customer relationship management
Prospecting
Customer issue escalation
Client acquisition
Client growth strategy
Risk & issue management
Account management
Process management
2 years

Full Job Description

Job Profile

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 an Associate Relationship Strategist within PNC's Private Bank organization, you will be based in Sarasota, Florida.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in 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.

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, Credit Processes, Credit Products, 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 2+ years of relevant professional experience. 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)

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; 9 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 pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Apply Now

Refine Your Search

finance associate jobs in sarasota fl

Associate Relationship Strategist

Part Time Associate Banker Sarasota South (30 hours)

Associate Portfolio Advisor

Risk & Insurance Associate

Associate Banker II - Part Time 20hr- Sarasota

Associate Premium Auditor

Personal Banker Associate I

Associate Underwriter

Part Time Associate Banker Venice Market (30 hours)

Associate Underwriter - E&S

Financial Planner - Associate

Associate Vice President, Finance

Public Finance Associate

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Position Overview

Job Description

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Certifications

Licenses

Benefits

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

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