Licensed Private Client Group Relationship Manager Job in Cleveland 44101, Ohio US

A Fortune 500 company, PNC is one of the largest and most respected banks in the country. But that doesn't mean we speak in banking lingo or hide behind spreadsheets. In fact, it's our down-to-earth approach with customers that's put us on the map.

We see how work/life balance, green initiatives, a family-friendly outlook, and social responsibility make for happier employees. And happy employees make for very happy customers.

As a Relationship Manager for PNC's Private Client Group, you will be part of a successful and growing organization with a strong commitment to leadership in the affluent marketplace.

Our Relationship Managers develop new customers, manage a book of business, and coordinate with PNC Business Bankers, Financial Advisors and Wealth Management professionals to create the best financial outcomes for clients. This is a licensed position (Series 6 and 63), although you will use your licenses in order to conduct consultative dialogue with customers, rather than to sell investment products. This position is based in the Euclid 6th branch, and reports to the Team Lead for the private client group

This position combines entrepreneurial opportunity with the structure, security and resources of an established name in affluent-market financial services. Your schedule will be self-managed, though coordinated with your base PNC branch office. As a PNC Relationship Manager, your challenge is to grow the banking and investment relationships for a targeted group of sophisticated customers, through in-depth profiling, consultative selling and exceptional customer care. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your PNC branch will enable the service that retains and grows them. As you build your client base, you will be able to lean upon PNC's unrivalled technology and call center support.

The successful candidate will have the following qualifications:

  • Bachelor's degree or at least 3 years experience in a sales/revenue-based environment.

  • Previous experience in a financial sales/incentive-driven environment.

  • Excellent verbal and written communication skills.

  • Series 6 and 63 (or 7 and 66) are licenses required.

  • Computer skills including ability to work on Windows applications.

  • Partnership and consultative sales skills.
  • Strong business development and prospecting skills.
  • As part of our commitment to balance, we offer a comprehensive benefits package, with both full- and part-time benefits designed to provide high-quality coverage at affordable costs. We understand the importance of health and wellness, fair salaries, time away, and opportunities to learn and grow.

    PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO

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