Account Manager I - Commercial Treasury Management

PNC Bank•Dallas, TX

6d•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Account Manager I within PNC's Treasury Management Commercial Sales organization, you will be based in Dallas TX or Denver CO. This is not a customer service position – It is a sales support role. You will be responsible for Data Analytics of internal systems, Pricing development of treasury services, and assisting Treasury Management Sales Officers. While there are no sales goals or portfolio assignments, you will be responsible to the sales success of the assigned region. This is a client-facing role involving presentations and reviews, with face-to-face calls with the TMO (virtual / video). You will be asked to take the initiative to lead specific client calls in the absence of the TMO, identifying opportunities and providing guidance on new services, and sharing data on how peers are using services. Great organizational and speaking skills are essential, as is the ability to lead meetings internally and externally effectively. Additional skills needed include being a self-starter/self-motivator, a team player with exceptional interpersonal skills, adaptable to a changing environment, a positive/creative thinker, detail-oriented with good organizational skills, and taking a consistent proactive approach to addressing client issues and following escalation protocols in a timely manner. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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.
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.
Great organizational and speaking skills
Ability to lead meetings internally and externally effectively
Self-starter/self-motivator
A 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.

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 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)
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
Analyzes, assesses and documents client requirements.
Forecasts and tracks key account metrics
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.
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.
Review of the servicing agreements to ensure contract terms meet servicing guidelines.

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.