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
- 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.
- Great organizational and speaking skills
- Ability to lead meetings internally and externally effectively
- Self-starter/self-motivator
- Team player having exceptional interpersonal skills
- Adaptable to a changing environment
- Positive/creative thinker
- Detail oriented and has good organizational skills
- Takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Nice To Haves
- Account Management
- Client Counseling
- Competitive Advantages
- Go-to-Market Strategies
- Influencing Skills
- Negotiation
- Relationship Building
- Sales Operations
- Customer Relationship Management Applications
- Customer Support Policies, Standards and Procedures
- Decision Making and Critical Thinking
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Negotiating
- Problem Management Process
Responsibilities
- Support Treasury Management Sales Officers
- Data Analytics of internal systems
- Pricing development of treasury services
- Assist Treasury Management Officer with presentations to clients
- Client facing role with presentations and reviews
- Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO
- Identifying opportunities and provide guidance on new services, sharing data on how peers are using services
- Negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed
- Reviewing servicing agreements to ensure contract terms meet servicing guidelines
- Analyzing, assessing and documenting client requirements
- Forecasting and tracking key account metrics
- Identifying customization needs, and work with service partners to implement
- Supporting processes outlined in the contract and independently resolving challenges regarding implementation and production issues
- 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
