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PNC · 1 day ago

Regional Treasury Management Officer I

Cleveland, OH

Full-time

Hybrid

Mid Level

$55K/yr - $110K/yr

3+ years exp

PNC is a company that values its people as its greatest differentiator and competitive advantage. The Regional Treasury Management Officer I will be responsible for managing new and existing clients, utilizing strong virtual communication skills to drive sales and deepen client engagement while mitigating risks.

BankingFinanceFinancial Services

No H1B

Responsibilities

The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients

Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services

Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities

Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication

Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks

Qualification

Client OutreachCustomer EngagementIdentifying Sales OpportunitiesClient Relationship ManagementSales NegotiatingTech SavvyManaging Multiple PrioritiesBusiness AcumenEffective CommunicationsDecision Making

Required

University / college degree

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