Holly Diamond

Experience

1. Relationship Manager, Planned Giving Group at Pnc

   PNC

   Apr 2022 — Present · US

   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 larger and/or more complex client relationships.• 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 development.• 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.

Education

• Robert Morris University

  BSBA

  1993 — 1997

Skills

• Investments
• Portfolio Management
• Financial Services
• Analysis
• Auditing
• Account Reconciliation
• Securities
• Banking
• Mutual Funds
• Relationship Management
• Entrepreneurship
• Management
• Accounting
• Financial Risk
• Financial Analysis
• Leadership