4 дня назад
Relationship Manager I - AMG (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager I - AMG (Finance): Supporting client management, relationship plans, and business development for PNC's Private Bank organization with an accent on client relationship building, financial analysis, credit products, and risk management. Focus on coordinating internal partners, identifying sales opportunities, managing a book of business, and delivering responsive client service from the Troy, Michigan office.
Location: In-office in Troy, Michigan, United States
Company
is a financial services company focused on delivering customer-oriented banking and private banking solutions.
What you will do
- Support client management activities with existing and prospective clients.
- Help develop and execute relationship management plans and strategies for sourcing new banking relationships.
- Coordinate internal team members and partners to deliver responsive client service.
- Support a book of business and identify opportunities to expand client relationships.
- Manage risk by following AMG policies and procedures and escalating client concerns to the appropriate partners.
- Maintain accurate relationship management administration and support team processes such as pre-call planning, post-call debriefs, and relationship reviews.
Requirements
- Bachelor's degree.
- At least 2 years of relevant professional experience, or a comparable combination of education, certifications, and experience.
- Knowledge of client relationship management, customer needs, financial products, and services.
- Ability to perform financial analysis, support credit processes, identify sales opportunities, and manage multiple priorities.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- In-office work environment with an emphasis on customer focus, inclusion, and risk management.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursement programs.
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