Jobs · Finance · Utah

Sr Relationship Manager - C&IB

PNC · Salt Lake City, UT · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, accommodation, etc. Must preserve all substantive info. Let's parse the posting. Content: - Position Overview: paragraph about PNC, people, inclusive workplace, etc. Also location: based in Salt Lake City, UT. Preferences: Formal credit training, Experience with middle market clients (revenue of 50mm +). PNC is an in-office company... encourage candidates to connect... PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. - Job Description: multiple bullet-like sentences describing responsibilities. - PNC Employees take pride... Customer Focused - ... Managing Risk - ... - Qualifications: heading "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: list: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities - Competencies: list: 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: paragraph describing benefits: medical/prescription drug coverage (with HSA), 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. Also paid time off: 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. Also link to pncthrive.com. - Disability Accommodations Statement: we should remove as boilerplate. - EEO: remove. - California Residents: remove. Thus we need sections: About the role (position overview), Responsibilities (job description), Requirements (maybe qualifications?), Skills (preferred skills and competencies?), Benefits (benefits). Pay and Schedule: not present, so omit. We need to decide headings: "About the role", "Responsibilities", "Requirements", "Skills", "Benefits". Possibly also "Qualifications" but we have qualifications content overlapping with requirements. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include based on content. We have content for: - About the role: position overview paragraph (including location, preferences, in-office, visa sponsorship note). That's substantive. - Responsibilities: job description bullet points. - Requirements: could be qualifications section (education, experience, certifications, etc). The posting has "Qualifications" heading with subparts: Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments. We could treat that as "Requirements" or "Qualifications". Since we have both "Qualifications" and "Skills" headings available, we could split: "Qualifications" for education, experience, certifications, licenses; "Skills" for preferred skills and competencies. Thus: - About the role: position overview. - Responsibilities: job description. - Qualifications: education, work experience, certifications, licenses. - Skills: preferred skills and competencies. - Benefits: benefits description. We must not include headings with filler. Ensure we don't include empty sections. Now format: Use

for each section heading. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep specifics like location Salt Lake City, UT, preferences: Formal credit training, Experience with middle market clients (revenue of 50mm +). Also note: 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 must keep that. Responsibilities: list each sentence as

  • . Let's extract bullet points: - 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. Also there is a paragraph about PNC Employees take pride... Customer Focused - ... Managing Risk - ... That seems like values/competencies but could be part of Responsibilities? It's more about expected behaviors. Could be placed under Responsibilities or maybe under Skills? But it's not a list; it's prose. We'll include as

    under Responsibilities maybe. Qualifications: content includes: - 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 all that. Could format as

    • for each bullet. Skills: Preferred Skills list and Competencies list. 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 Note some have trailing periods; we can keep as is. We'll output as
      • each item. Benefits: paragraph describing benefits. We'll keep as

        with the list maybe as

        • for each benefit? The instruction: Use
          • for any list of duties/requirements/benefits. So we should convert benefits list into list items. Benefits details: - 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 - 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 - years of service Also mention "To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com." That's a sentence; we can keep as

            after list. Now we need to ensure we don't include any boilerplate like accommodation, EEO, etc. Now produce HTML fragment. Structure:

            About the role

            ... (position overview paragraph)

            Responsibilities

            • ...
            • ...

            ... (PNC Employees take pride...)

            Qualifications

            • ...
            • ...

            Skills

            • Preferred Skills:
            • maybe we need separate lists? Could combine but better to separate: maybe two subheadings? But we only allowed headings as listed; we could keep one
                with all items, but we need to differentiate Preferred Skills vs Competencies. Could do two
                  sections under Skills heading: first for Preferred Skills, second for Competencies. That's fine. Thus:

                  Skills

                  Preferred Skills

                  but we cannot use h4 because only h3 allowed for section headings. The instruction: use

                  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but to be safe we can just use

                  for main sections and inside use

                  or

                    with maybe a preceding or just list items with label. Could do
                  • Preferred Skills: ...
                  • but that mixes. Simpler: Provide two separate
                      with a preceding

                      indicating each. Eg:

                      Preferred Skills:

                        ...

                      Competencies:

                        ...
                      That's acceptable.

                      Benefits

                        ...

                      To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

                      Now ensure we keep all specifics. Let's craft the About the role paragraph: "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

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