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PNC · 2 months ago

Commercial Treasury Management Officer II

San Antonio, TX

Full-time

Onsite

Senior Level

5+ years exp

PNC is a company that values its employees and fosters an inclusive workplace culture. The Treasury Management Officer II will focus on managing client relationships, growing sales, and mitigating risks while ensuring client satisfaction and loyalty.

BankingFinanceFinancial Services

No H1B

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

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 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

As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning

Qualification

Client Relationship ManagementFinancial AnalysisSales NegotiatingCustomer EngagementIdentifying Sales OpportunitiesBusiness AcumenTech SavvyIndustry KnowledgeEffective CommunicationsDecision Making