Strategist

• Lead client management activities with clients and prospective clients
• Develop and execute relationship management plans to acquire and retain clients
• Manage a book of business and ensure an exceptional client experience
• Coordinate with the team to determine action plans through discovery of client needs
• Review needs assessments and identify changes in client requirements
• Deliver proactive and responsive service aligned with client goals
• Hold the team accountable for deliverables
• Grow the book of business through client expansion and new client acquisition
• Develop and execute strategies to source new bank relationships
• Manage communication with existing clients and capture expansion opportunities
• Expand the external network for business development
• Manage risk through appropriate client selection
• Work with risk partners to escalate and resolve client concerns
• Make business-appropriate introductions to partner offerings and manage follow-up
• Maintain timely, accurate, and complete sales/client relationship management administration
• Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
• Train, coach, and mentor team members
• Participate in special projects to strengthen the business

Explore Senior Relationship Strategist at PNC. Review requirements and application details.