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PNC Financial Services

Runs a national bank for people and businesses

Treasury Management Officer 2 - Insurance Coverage

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.
  • Candidates must demonstrate appropriate knowledge, skills, and abilities for the role.
  • Preferred skills include book of business management, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.
  • Competencies include business acumen, client relationship management, customer experience management, decision making and critical thinking, effective communications, prospecting, sales negotiating, selling, and technology proficiency.
  • No certifications or licenses are required.
  • No required or preferred language assessments are specified.

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 with moderate risk and complexity of needs, under a moderate degree of supervision.
  • Acquire, expand, and retain client relationships within stated guidelines to generate revenue and deepen share of wallet; originate, conduct financial analysis for, 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, and operational risks.
  • Identify client opportunities by providing ideas and insights based on understanding client needs and financial well-being; increase client engagement and loyalty through strategic dialogue and opportunity quantification.
  • Manage an effective network of internal and external relationships, including community or industry relationships, to acquire new clients and/or expand existing clients and enhance the client experience.
  • Maintain awareness of PNC's full range of products and services; use reporting and sales tools to identify and convert sales opportunities.
  • Analyze, evaluate, and provide information on treasury product knowledge, industry benchmarking, and solution positioning, as defined by the business.
  • Apply customer-focused knowledge and practices in business decisions and use that information to create customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Previous experience covering property and casualty and life insurance carriers is preferred.

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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