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PNC · 1 month ago

Account Manager I - Dealer Finance

PA - Philadelphia (19103)

Full-time

Onsite

Entry Level

2+ years exp

PNC is a leading financial services institution, and they are seeking an Account Manager I to support their Treasury Management Commercial Sales organization. This role involves providing sales support, managing client relationships, and assisting in the development of treasury service offerings.

BankingFinanceFinancial Services

No H1B

Responsibilities

Support Treasury Management Sales Officers

This is not a customer service position – It is a sales support role

Data Analytics of internal systems

Pricing development of treasury services

Assist Treasury Management Officer with presentations to clients

No sales goals or portfolio assignment: Responsible to the sales success of the assigned region

Client facing role with presentations and reviews

Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO

Identifying opportunities and provide guidance on new services, sharing data on how peers are using services

Great organizational and speaking skills

Ability to lead meetings internally and externally effectively

Under direct supervision, works in support of 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

Utilizes basic 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

Will 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

Analyzes, assesses and documents client requirements

Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement

Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues

Works towards finding the best solution to maintain a positive client relationship

Qualification

Account ManagementNegotiationRelationship BuildingClient CounselingSales OperationsCustomer Relationship Management ApplicationsManaging Multiple PrioritiesProblem Management ProcessEffective CommunicationsFlexibilityAdaptability

Required

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role

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