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PNC Financial Services

Runs a national bank for people and businesses

Treasury Management Officer 2 - Insurance

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Roles at this level typically require a university or college degree, with 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Preferred skills include book-of-business management, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.
  • Relevant competencies include business acumen, client relationship management, customer experience management, decision making and critical thinking, effective communications, industry knowledge, prospecting, sales negotiation, selling, and technology proficiency.

Responsibilities

  • Coordinate relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share while meeting relevant sales goals; typically work with clients whose needs have moderate risk and complexity and operate with a moderate degree of supervision.
  • Acquire, expand, and retain client relationships within stated guidelines to generate revenue and deepen share of wallet; originate, financially analyze, negotiate, and document non-credit products and services.
  • Manage risk and return and drive quality for new and/or existing clients; identify and mitigate regulatory, reputational, operational, and other risks.
  • Identify client opportunities by providing ideas and insights based on understanding clients’ needs and financial well-being; increase client engagement and loyalty through strategic dialogue and opportunity quantification.
  • Develop and manage effective internal and external relationships, including community or industry relationships, to acquire new clients, expand existing relationships, and enhance the client experience.
  • Maintain awareness of the full range of PNC products and services and use reporting and sales tools to identify and convert sales opportunities.
  • As defined by the business, analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning.
  • Apply customer-focused practices by using knowledge of values and practices that align customer needs and satisfaction with business decisions and creating customized customer solutions.
  • Assess and effectively manage risks associated with business objectives and activities to support PNC’s Enterprise Risk Management Framework.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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