Relationship Manager I – Business Banking Healthcare
relationship management activities with new and/or existing clients in a book
of business to grow sales, revenue and market share with relevant sales goals.
Typically works with clients with moderate levels of risk and complexity of
needs. Generally works with a moderate degree of supervision.
and/or expands and retains client relationships to generate revenue and deepen
share of wallet.
• Focuses on
client opportunities by providing ideas and insights based on an understanding
of the client's needs and their financial well-being. Focuses on increasing
client engagement and loyalty.
• Builds an
effective network of internal and external relationships, such as community or
industry relationships, to actively acquire new clients and/or expand existing
clients and enhance the client experience. Focuses on bringing entire bank to
the client by presenting the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully
convert sales opportunities.
discovery conversations, identifies and implements client solutions and as
appropriate collaborates with internal business partners. Effectively executes
on contact management strategy through utilization of available tools and
resources. Regularly meets with internal business partners to communicate and
review business results and pipeline management.