Treasury Management Officer II
About the role
Coordinates 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 moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
Works within stated guidelines 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 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, and operational risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification. Manages an effective network of 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.
Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. Demonstrates ability to analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Responsibilities
- Acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
- Originate, analyze, negotiate, and document non-credit products and services.
- Manage risk/return and drive quality for new and/or existing clients.
- Identify and mitigate regulatory, reputational, and operational risks.
- Provide ideas and insights based on client needs to enhance their financial well-being.
- Increase client engagement and loyalty through strategic dialogue and opportunity quantification.
- Build and maintain an effective network of internal and external relationships to acquire new clients and enhance the client experience.
- Ensure awareness and utilization of PNC's full range of products and services.
- Leverage reporting and sales tools to identify and convert sales opportunities.
- Analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certification(s), and experience (including military service).
- Typically requires 5+ years of industry-relevant experience.
- Customer-focused with knowledge of values and practices that align customer needs and satisfaction as primary considerations.
- Ability to assess and manage risks in alignment with PNC's Enterprise Risk Management Framework.
Skills
- Book of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Industry Knowledge
- Prospecting
- Sales Negotiating
- Selling
- Tech Savvy
Pay
Base Salary: $91,000.00 – $169,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.
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.
- Paid time off, including:
- 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.