Treasury Management Officer III
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 Treasury Management Officer III within PNC's Treasury Management Sales organization, you will be based in San Francisco CA or San Jose CA or Walnut Creek CA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
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 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. Drives client engagement and loyalty through strategic dialogue and opportunity quantification. Generates ideas and best practices within Treasury 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. 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.
- As defined with the business, demonstrates ability to analyze, evaluate and inform on complex treasury product knowledge, industry benchmarking, and solutions positioning.
Qualifications
- University/college degree required; Masters degree, PhD, or certifications desirable.
- Typically 8+ years of industry relevant experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Skills
- Book Of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
Competencies
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Prospecting
- Sales Negotiating
- Selling
- Tech Savvy
Pay
Base Salary: $134,400.00 – $249,600.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Schedule
This opening is expected to be posted for two business days from 07/31/2026, although it may be longer with business discretion.
Benefits
- 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
- 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 and years of service