PNC · 3 months ago
Commercial Regional Treasury Management Officer I
PA - Philadelphia (19103)
Full-time
Hybrid
Mid Level
$55K/yr - $131K/yr
3+ years expPNC is a leading financial services institution that values its people as its greatest differentiator. They are seeking a Regional Treasury Management Officer I who will manage new and existing clients through virtual communication, focusing on client engagement and loyalty while growing sales and revenue.
BankingFinanceFinancial Services
No H1B
Responsibilities
The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients
Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services
Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication
Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks
Qualification
Required
University / college degree
3+ years of relevant / direct industry experience
Strong virtual communication skills
Knowledge of the values and practices that align customer needs and satisfaction
Ability to assess and effectively manage all of the risks associated with business objectives and activities
Ability to identify customer needs and help them succeed financially
Ability to manage new client acquisition and grow share of wallet with existing clients
Ability to coordinate the implementation and documentation of non-credit products and services
Ability to manage the origination, financial analysis, negotiation and documentation of non-credit products and services
Ability to collaborate with team members and corporate sales development partners
Ability to utilize technology to enhance client engagement and loyalty
Ability to effectively manage risk/return in accordance with PNC's risk profile
Ability to identify and mitigate different types of risk, such as regulatory, reputational, and operational risks
Preferred
Client Outreach
Content Development
Credit Products
Customer Engagement
Customer Loyalty
Customer Solutions
Identifying Sales Opportunities
Small Businesses
Business Acumen
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Prospecting
Sales Negotiating
Selling
Tech Savvy
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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