Relationship Mgr III-C&IB (F)
PNC · New York, NY · Yesterday
On-siteFinance$104k–$254k/yrFull-time
About the role
This position can be located in New York, NY, Pittsburgh, Philadelphia, PA, East Brunswick, NJ, Boston, MA, Raleigh, Charlotte, NC, San Francisco, San Diego, or Orange County, CA. Other major PNC markets may be considered.
Responsibilities
- Sets relationship strategies and directs 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 advanced levels of risk and complexity of needs.
- Works independently and may mentor other team members.
- Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
- Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
- Manages risk/return and drives quality for new and/or existing clients.
- Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
- Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
- Drives client engagement and loyalty.
- Generates ideas and best practices within Relationship Management and may mentor others.
- Manages effective network of senior 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.
- As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
- Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
- Competencies: Business Acumen, Client Relationship Management, Credit Analysis and Verification, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Portfolio Management - 1, Prospecting, Sales Negotiating, Selling.
- Work Experience: 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.
- Education: Bachelors.
- Certifications: No Required Certification(s).
- Licenses: Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment, Asset Backed Finance SIE, 7, 79 and 63 within 180 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.
Qualifications
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
- Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
- Competencies: Business Acumen, Client Relationship Management, Credit Analysis and Verification, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Portfolio Management - 1, Prospecting, Sales Negotiating, Selling.
- Work Experience: 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.
- Education: Bachelors.
- Certifications: No Required Certification(s).
- Licenses: Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment, Asset Backed Finance SIE, 7, 79 and 63 within 180 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.
Skills
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
Benefits
- PNC Employees take pride in their reputation and foster a supportive culture where employees can thrive and achieve balance.
- PNC offers a comprehensive range of benefits to meet employees' needs, including medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, and educational assistance.
- In addition, PNC provides paid time off, including maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year, between 15 to 25 vacation days each year, and years of service.
Pay
Base Salary: $104,000.00 – $254,150.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
Schedule
Full-Time
Benefits
- 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.
- This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
- California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in their hiring practices.