Account Manager I - Commercial Treasury Management
About The Position
Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients. Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines. Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement. Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Bachelors
- Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Strong organizational and speaking skills.
Nice To Haves
- Account Management
- Client Counseling
- Competitive Advantages
- Go-to-Market Strategies
- Influencing Skills
- Negotiation
- Relationship Building
- Sales Operations
Responsibilities
- Support Treasury Management Sales Officers
- Data Analytics
- Support pricing of new sales opportunities.
- Assist Treasury Management Officer with client presentations.
- Client-facing role with presentations and reviews.
- Provide sales/service support to select clients in the absence of Treasury Management Officer.
- Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
- Serves as point of contact for client matters.
- May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship.
- Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
- Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed.
- Will work with in-house counsel and clients on contract negotiations.
- Analyzes, assesses and documents client requirements.
- Forecasts and tracks key account metrics
- May identify customization needs, and work with service partners to implement.
- Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues.
- Works towards finding the best solution to maintain a positive client relationship.
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
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
