Account Manager I - Treasury Management

PNC • Houston, TX

2d • Onsite

About The Position

The Account Manager I supports long-term Treasury Management client relationships under direct supervision. The role provides sales and consultative support, serves as a liaison between clients and operational servicing units, and may participate in pricing and resource discussions and in defining services for existing and prospective clients.

The Account Manager serves as a point of contact for client matters, helps identify additional servicing opportunities, and uses industry and PNC knowledge to inform customers about products, services, rates, and other opportunities. The role may support negotiations and reviews of servicing agreements and fees, working with in-house counsel and clients to ensure contract terms meet servicing guidelines.

The position analyzes and documents client requirements, forecasts and tracks account metrics, and may identify customization needs and coordinate with service partners. It supports contracted processes and independently resolves implementation and production challenges to maintain positive client relationships. Additional duties include supporting Treasury Management Sales Officers, analyzing data, helping price sales opportunities, assisting with client presentations and reviews, providing sales and service support to selected clients when an officer is absent, and developing thought leadership by identifying client and industry trends and opportunities to deepen relationships.

The position is based in Houston, Texas. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with the recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

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 customer focus and use customer needs and satisfaction to inform business decisions and customized solutions.
• Assess and manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.
• Strong organizational and speaking skills.

Nice To Haves

• Account management experience or skills.
• Client counseling.
• Knowledge of competitive advantages and go-to-market strategies.
• Influencing skills.
• Negotiation skills.
• Relationship-building skills.
• Sales operations knowledge.

Responsibilities

• Support Treasury Management Sales Officers.
• Perform data analytics.
• Support pricing of new sales opportunities.
• Assist Treasury Management Officers with client presentations.
• Conduct client-facing presentations and reviews.
• Provide sales and service support to select clients in the absence of a Treasury Management Officer.
• Develop thought leadership by identifying client and industry trends and opportunities to deepen customer relationships.
• Support assigned long-term client relationships and provide sales or consultative support.
• Serve as a liaison between clients and operational servicing units and as a point of contact for client matters.
• Help identify and develop new servicing opportunities with existing clients.
• Inform customers about appropriate products, services, rates, and other opportunities using industry and PNC knowledge.
• Participate in pricing and resource discussions and help develop the scope of services for existing and potential clients.
• Work with in-house counsel and clients on contract negotiations and review servicing agreements to ensure terms meet servicing guidelines.
• Analyze, assess, and document client requirements; forecast and track key account metrics.
• Identify customization needs and work with service partners to implement them.
• Support processes outlined in contracts and independently resolve implementation and production issues.
• Organize and communicate effectively, including speaking with clients.

Benefits

• Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
• 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 programs that are fully paid.
• Wellness program with financial incentives.
• Maternity and/or parental leave, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• 9 occasional absence days each year, unless otherwise required by law.
• Between 15 and 25 vacation days each year, depending on career level and years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level