Treasury Management Sales Professional
2 weeks ago
PNC Financial Services Group is a leading financial institution committed to delivering exceptional customer experiences. As an Associate Treasury Management Officer, you will play a vital role in driving business growth and supporting clients in achieving their financial goals.
Key Responsibilities:- Client Relationship Building
- You will work closely with Treasury Management Officers to manage a subset of clients within a larger portfolio, collaborating on relationship strategy and opportunity identification, conducting proactive client outreach, responding to inquiries, and coordinating with internal partners for activities such as onboarding, implementation, and issue resolution.
- Sales Support
- You will provide sales support for complex sales opportunities, including participating in client information gathering, detailed analysis, defining solution scope, proposal development, presentation execution, and transition to client onboarding.
- Risk Management
- You will identify and mitigate different types of risk, such as regulatory, reputational, and operational risks, ensuring quality for new and existing clients, and assisting in the preparation of offerings and scorecards.
- Business Acumen
- You will analyze information, apply critical thinking skills, and design or execute client solutions, taking transactions from request to booking, and driving fee income through internal and external relationship management.
- Education
- Bachelor's degree required.
- Experience
- 2+ years of relevant professional experience preferred.
- Certifications/Licenses
- No required certification(s) or license(s).
- Skills
- Book of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
- Competencies
- Accuracy and Attention to Detail
- Business Acumen
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Salary Range: $51,750 - $99,188 annually, depending on location and performance.
- Pension and 401(k) plans available.
- Health Savings Account, medical, prescription drug coverage, dental, and vision options.
- Life Insurance and disability protection.
- Dependent Care Reimbursement account and adoption reimbursement.
- Education Assistance programs.
- Wellness Program with financial incentives.
- Paid Time Off includes holidays, occasional absence days, vacation days, and parental leave.
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