Treasury Management Officer III

About the role

As a Treasury Management Officer III within PNC's Treasury Management Sales organization, you will be based in Dallas TX. 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.

Requirements

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.

Qualifications

• Book Of Business
• Client Relationship Building
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Skills

• Business Acumen
• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Effective Communications
• Prospecting
• Selling
• Tech Savvy

Benefits

PNC offers a comprehensive range of benefits to 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

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.