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PNC · 1 day ago

Business Banking Treasury Management Advisor - Relationship Manager I

Houston, TX

Full-time

Onsite

Mid Level

3+ years exp

PNC is a company that values its people as a competitive advantage in the markets it serves. The Treasury Management Advisor role involves managing client relationships, growing sales, and mitigating risks while providing tailored financial solutions to clients.

BankingFinanceFinancial Services

No H1B

Responsibilities

Handles 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 basic levels of risk and complexity of needs. Generally works with higher degree of supervision

With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and 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, operational and credit 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

Builds an 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. Focuses on bringing entire bank to the client by presenting 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 mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies

Qualification

Client Relationship ManagementFinancial AnalysisCredit ProductsBook Of BusinessCustomer EngagementTech SavvySellingProspectingDecision MakingEffective Communications

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