Sr. Relationship Manager - C&IB
PNC · Milwaukee, WI · 3 wk ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: About the role? The posting includes Position Overview, Preferences, Job Description, Qualifications, Benefits. Also maybe "Work Experience" etc. We need to use for section headings. Do not repeat job title. No Job ID etc. Remove boilerplate: EEO, disability accommodations, etc. Also remove navigation/legal etc. Keep substantive info.
We need to preserve all substantive info: Position Overview paragraph, Preferences bullet list? It lists "Formal credit training", "Experience with middle market clients (revenue of 100mm +)", "PNC is an in-office company...". Those are preferences. Could be a list.
Job Description: many sentences. Could be a list of duties? Might be best as
for section headings. Do not repeat job title. No Job ID etc. Remove boilerplate: EEO, disability accommodations, etc. Also remove navigation/legal etc. Keep substantive info.
We need to preserve all substantive info: Position Overview paragraph, Preferences bullet list? It lists "Formal credit training", "Experience with middle market clients (revenue of 100mm +)", "PNC is an in-office company...". Those are preferences. Could be a list.
Job Description: many sentences. Could be a list of duties? Might be best as - each duty. But we need to preserve all info; we can break into list items.
Qualifications: includes Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments. We need to include sections only if real content. Could have a Qualifications section with sublists? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have headings like About the role (maybe Position Overview), Responsibilities (Job Description), Requirements (Qualifications), Benefits. Skills maybe part of Qualifications. But we can just use headings as appropriate.
We must not create Pay/Schedule/Benefits unless posting actually states them. Benefits are stated, so we include Benefits section. Pay not mentioned, so omit. Schedule not mentioned, omit.
We need to avoid filler like "commensurate with experience". Not present.
We need to remove duplicated lines.
Let's extract content.
Position Overview:
"At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Relationship Manager within PNC's Corporate Banking organization, you will be based in Milwaukee, WI."
That's the overview.
Preferences:
"Formal credit training Experience with middle market clients (revenue of 100mm +) PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position."
We can list as bullet points: Formal credit training; Experience with middle market clients (revenue of $100M+); PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance; Encourage candidates to connect with recruiter and hiring manager to understand workplace expectations and ensure role aligns with goals; PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description: many sentences. Let's break into bullet points each duty.
- 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.
- PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications: includes Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments.
We can have a Qualifications section with subheadings? But only allowed for section headings. Could we have nested headings? Not specified; but we can just list content under Qualifications heading using - for each bullet.
Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
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., Tech Savvy
Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education: Bachelors
Certifications: No Required Certification(s)
Licenses: No Required License(s)
Language Assessments: No Required or Preferred Language Assessments
We should keep these as is.
Benefits: paragraph about benefits.
We need to output only HTML fragment.
Let's craft:
About the role
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Relationship Manager within PNC's Corporate Banking organization, you will be based in Milwaukee, WI.
Preferences
- Formal credit training
- Experience with middle market clients (revenue of $100M+)
- PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance
- We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
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.
- PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
- Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
- 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, Tech Savvy
- Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education: Bachelors
- Certifications: No Required Certification(s)
- Licenses: No Required License(s)
- Language Assessments: No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), 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; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
We must ensure no boilerplate like EEO etc. We removed those.
Check for any duplicated lines
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have headings like About the role (maybe Position Overview), Responsibilities (Job Description), Requirements (Qualifications), Benefits. Skills maybe part of Qualifications. But we can just use headings as appropriate.
We must not create Pay/Schedule/Benefits unless posting actually states them. Benefits are stated, so we include Benefits section. Pay not mentioned, so omit. Schedule not mentioned, omit.
We need to avoid filler like "commensurate with experience". Not present.
We need to remove duplicated lines.
Let's extract content.
Position Overview:
"At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Relationship Manager within PNC's Corporate Banking organization, you will be based in Milwaukee, WI."
That's the overview.
Preferences:
"Formal credit training Experience with middle market clients (revenue of 100mm +) PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position."
We can list as bullet points: Formal credit training; Experience with middle market clients (revenue of $100M+); PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance; Encourage candidates to connect with recruiter and hiring manager to understand workplace expectations and ensure role aligns with goals; PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description: many sentences. Let's break into bullet points each duty.
- 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.
- PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications: includes Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments.
We can have a Qualifications section with subheadings? But only allowed for section headings. Could we have nested headings? Not specified; but we can just list content under Qualifications heading using - for each bullet.
Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
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., Tech Savvy
Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education: Bachelors
Certifications: No Required Certification(s)
Licenses: No Required License(s)
Language Assessments: No Required or Preferred Language Assessments
We should keep these as is.
Benefits: paragraph about benefits.
We need to output only HTML fragment.
Let's craft:
About the role
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Relationship Manager within PNC's Corporate Banking organization, you will be based in Milwaukee, WI.
Preferences
- Formal credit training
- Experience with middle market clients (revenue of $100M+)
- PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance
- We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
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.
- PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
- Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
- 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, Tech Savvy
- Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education: Bachelors
- Certifications: No Required Certification(s)
- Licenses: No Required License(s)
- Language Assessments: No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), 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; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
We must ensure no boilerplate like EEO etc. We removed those.
Check for any duplicated lines
- for each bullet.
Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
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., Tech Savvy
Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education: Bachelors
Certifications: No Required Certification(s)
Licenses: No Required License(s)
Language Assessments: No Required or Preferred Language Assessments
We should keep these as is.
Benefits: paragraph about benefits.
We need to output only HTML fragment.
Let's craft:
About the role
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Relationship Manager within PNC's Corporate Banking organization, you will be based in Milwaukee, WI.
Preferences
- Formal credit training
- Experience with middle market clients (revenue of $100M+)
- PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance
- We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
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.
- PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
- Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
- 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, Tech Savvy
- Work Experience: Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education: Bachelors
- Certifications: No Required Certification(s)
- Licenses: No Required License(s)
- Language Assessments: No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), 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; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
We must ensure no boilerplate like EEO etc. We removed those. Check for any duplicated lines