Treasury Management Officer II
About the role
The Treasury Management Officer II position within PNC's Treasury Management Sales organization is based in San Antonio, TX. The role involves coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share, focusing on acquiring and expanding client relationships.
Responsibilities
- 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.
- Works with clients with moderate levels of risk and complexity of needs.
- Acquires and/or expands and retains 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.
- 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.
- Increases client engagement and loyalty through strategic dialogue and opportunity quantification.
- Manages 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.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities.
Qualifications
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
- 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.
Skills
- Business Acumen, Client Relationship Management, Customer Experience Management.
- Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting.
- Selling, Sales Negotiating, Tech Savvy.
Benefits
PNC offers a comprehensive range of benefits to meet your needs now and in the future. These include medical/prescription drug coverage, dental and vision options, life insurance, short and long-term disability protection, a 401(k) with PNC match, pension and stock purchase plans, a dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. In addition, PNC provides paid time off, including maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, between 15 to 25 vacation days, and years of service.