Rel Mgr Sr - AMG (MLO)
Company: PNC Financial Services Group
Posted on: September 13, 2019
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. As a Sr. Relationship
Manager within PNC's Wealth Management organization, you will be
based in Birmingham, Alabama.
- 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 the largest and/or most
complex and sophisticated client relationships. May assist the
directors 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 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. Consistently seeks
ways to expand his/her external network for business
- 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.
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
CompetenciesCustomer Experience Management. Implements the
strategies and techniques used to ensure that customers have a
positive experience with the organization and its products and
services at every touch point.
Customer Service Management Knowledge of and ability to utilize
tools and techniques for maintaining an environment where all
understand, and are committed to, providing excellent service to
internal and external customers.
Decision Making and Critical Thinking Understanding of the issues
related to the decision-making process; ability to analyze
situations fully and accurately, and reach productive
Effective Communications Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Influencing Knowledge of effective influencing tactics and
strategies; ability to impact decisions within and outside own
Managing Multiple Priorities Ability to manage multiple concurrent
objectives, projects, groups, or activities, making effective
judgments as to prioritizing and time allocation.
Products and Services Knowledge of major products and services and
product and service groups; ability to apply this knowledge
appropriately to diverse situations.
Selling. Applies knowledge of banking products and services to meet
customer needs and enable them to achieve their financial goals.
Identifies prospecting approaches to identify potential customers
and create opportunities to sell financial solutions and ideas to
Understanding Customer Needs Knowledge of and the ability to
recognize and be sensitive to the different perspectives and
priorities of different customers.
Value Selling Knowledge of the principles and practices for selling
products, technology and services; ability to provide overall
product/service 'value' and differentiating support offerings that
address clearly understood customer needs.
Roles at this level typically require a university / college
degree. Higher level education such as a Masters degree, PhD, or
certifications is desirable. Industry relevant experience is
typically 8+ years. Specific certifications are often required. In
lieu of a degree, a comparable combination of education and
experience (including military service) may be considered.
Disability Accommodations Statement
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
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.
Keywords: PNC Financial Services Group, Alpharetta , Rel Mgr Sr - AMG (MLO), Other , Alpharetta, Georgia
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