Apply on Employer Site

PNC · 1 day ago

Healthcare Treasury Management Advisor - Relationship Manager I

GA - Atlanta (30309)

Full-time

Onsite

Mid Level

3+ years exp

PNC is a financial services company that values its employees as its greatest differentiator. The Healthcare Treasury Management Advisor will handle relationship management activities with clients, focusing on growing sales and revenue while managing various types of risk and enhancing client engagement.

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 AnalysisIdentifying Sales OpportunitiesCustomer EngagementBusiness AcumenDecision MakingTech SavvySellingProspectingEffective Communications

Required

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

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

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience

Certifications are often desired

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

Bachelors