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PNC · 2 months ago

Associate Treasury Management Officer - Tempus Technologies

Fort Wayne, IN

Full-time

Onsite

Entry Level

2+ years exp

PNC is a leading financial services company, and they are seeking an Associate Treasury Management Officer to support enterprise clients. The role involves managing client inquiries, resolving payment issues, analyzing transaction data, and collaborating with various teams to optimize client solutions.

BankingFinanceFinancial Services

No H1B

Responsibilities

Serve as a primary point of contact for Relationship Manager who support enterprise clients, managing day-to-day inquiries and escalations

Investigate and resolve complex payment issues by collaborating with technical, product, and operations teams

Analyze transaction data and client behavior to identify trends, anomalies, and opportunities for optimization

Support onboarding and integration processes by understanding client requirements and ensuring alignment with our API and platform capabilities

Maintain detailed documentation of client interactions, technical issues, and resolutions

Proactively monitor client accounts to ensure service levels are met and potential issues are addressed early

Collaborate cross-functionally with Sales, Product, Engineering, and Support teams to advocate for client needs and drive continuous improvement

Contribute to internal process improvements and knowledge sharing within the team

Payments/Merchant Services professional experience required

Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority

Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, and operational. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards

Analyzes information and applies critical thinking skills to design and/or execute client solutions. This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management. Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs

Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet. Articulates recommendations to customers in response to client servicing and product-related inquiries. As defined with the business, demonstrates ability to analyze, evaluate and mitigate risk by utilizing fundamental knowledge of internal policies

Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in credit, product and sales. May participate in formal learning recommended by the business to develop the skills needed to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning

Qualification

Payments/Merchant ServicesClient Relationship BuildingFinancial AnalysisIdentifying Sales OpportunitiesCustomer EngagementAccuracyManaging Multiple PrioritiesEffective CommunicationsDecision MakingAttention to DetailFlexibilityAdaptability

Required

Payments/Merchant Services professional experience required

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience

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

Bachelors