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PNC Financial Services

Runs a national bank for people and businesses

Treasury Management Officer 3

Account ManagementConfirmed live in the last 24 hours
Full-timeTampa, FL, USANo salary listed

About the Job

Requirements

  • A bachelor's degree is listed under Education. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Industry-relevant experience is typically 8 or more years.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Demonstrate customer focus by understanding values and practices aligned with customer needs and satisfaction, and use that information to create customized customer solutions.
  • Assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

  • Set relationship strategies and direct relationship-management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share against relevant sales goals; typically work with clients with advanced risk and complex needs; work independently and may mentor other team members.
  • Create and drive strategies to acquire, expand, and retain client relationships to generate revenue and deepen share of wallet; originate, financially analyze, negotiate, and document non-credit products and services.
  • Manage risk/return and drive quality for new and existing clients; identify and mitigate regulatory, reputational, and operational risks.
  • Identify client opportunities by providing ideas and insights based on an understanding of client needs and financial well-being; drive client engagement and loyalty through strategic dialogue and opportunity quantification; generate ideas and best practices within Treasury Management and mentor others.
  • Manage effective networks of senior internal and external relationships, including community and industry relationships, to acquire new clients, expand existing clients, and enhance the client experience; maintain awareness of PNC products and services; use reporting and sales tools to identify and convert sales opportunities.
  • Analyze, evaluate, and inform on complex treasury product knowledge, industry benchmarking, and solution positioning, as defined with the business.

Desired Qualifications

  • Higher-level education, such as a master's degree or PhD, or certifications, is desirable.
  • Preferred skills include managing a book of business, building client relationships, 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 negotiation, selling, and technology aptitude.

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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