Harris Williams · 5 hours ago

Account Manager II

Home Location-OH (OHH01)

Full-time

Remote

Mid Level

$55K/yr - $110K/yr

3+ years exp

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Investment Banking

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Responsibilities

Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.

Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.

Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.

Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement.

Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.

Qualification

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Treasury ManagementAccount ManagementClient CounselingSales OperationsRelationship BuildingCustomer Relationship Management ApplicationsManaging Multiple PrioritiesProblem Management ProcessEffective Communications

Required

At least 2 years of Treasury Management experience strongly preferred.

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors