Account Manager I - Treasury Management

PNC Bank•Houston, TX
•Onsite

About The Position

As an Account Manager I in PNC's Treasury Management Sales organization, based in Houston, Texas, you will support assigned long-term client relationships under direct supervision. You will provide sales and consultative support, serve as a liaison between clients and operational servicing units, and act as a point of contact for client matters. The role may include participating in pricing and resource discussions, defining services for existing and prospective clients, and identifying opportunities to expand services with current clients. You will use industry and PNC knowledge to explain relevant products, services, rates, and opportunities. The position also supports service agreement and fee negotiations when client contracts require modification, including reviewing terms against servicing guidelines and coordinating with in-house counsel and clients. You will analyze and document client requirements, track key account metrics, identify customization needs, and work with service partners to implement solutions. You will support contracted processes and independently address implementation and production challenges while working to maintain positive client relationships. Additional responsibilities include supporting Treasury Management Sales Officers through data analytics and pricing support for new sales opportunities, helping prepare client presentations, and participating in client-facing presentations and reviews. You may provide sales and service support to selected clients when a Treasury Management Officer is unavailable. The role also contributes thought leadership by identifying client and industry trends and opportunities to deepen relationships. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this role.

Requirements

  • Typically requires a university or college degree and at least 2 years of relevant professional experience.
  • In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Strong organizational and speaking skills.
  • Apply customer-focused practices and tailor solutions to customer needs.
  • Assess and manage risks associated with business objectives and activities.

Nice To Haves

  • Account management
  • Client counseling
  • Competitive advantages
  • Go-to-market strategies
  • Influencing skills
  • Negotiation
  • Relationship building
  • Sales operations
  • Account management competencies
  • Customer relationship management applications
  • Knowledge of 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 assigned long-term client relationships and provide sales or consultative assistance.
  • Serve as a liaison between clients and operational servicing units and act as a point of contact for client matters.
  • Participate in pricing and resource discussions and help develop the scope of services for existing and potential clients.
  • Identify opportunities to develop additional services with existing clients.
  • Inform customers about appropriate products, services, rates, and other opportunities using industry and PNC knowledge.
  • Support negotiations of servicing agreements and fees when existing client contracts need modification.
  • Review servicing agreements against servicing guidelines and work with in-house counsel and clients on contract negotiations.
  • Analyze, assess, and document client requirements; forecast and track key account metrics.
  • Identify customization needs and coordinate implementation with service partners.
  • Support contracted processes and independently resolve implementation and production challenges.
  • Support Treasury Management Sales Officers with data analytics and pricing for new sales opportunities.
  • Assist with client presentations and participate in client-facing presentations and reviews.
  • Provide sales and service support to selected clients when a Treasury Management Officer is absent.
  • Develop thought leadership by identifying client and industry trends and opportunities to deepen customer relationships.
  • Manage business risks in alignment with PNC's Enterprise Risk Management Framework.

Benefits

  • Medical and prescription drug coverage, including 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 and elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select fully paid programs
  • 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
  • 15 to 25 vacation days each year, depending on career level and years of service
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