Account Manager II – Complex Treasury Management Strategist

PNC Bank•San Diego, CA

5d•Onsite

About The Position

Under supervision, responsible for developing and maintaining 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. This includes leveraging 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. May 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. Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement. Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.

Requirements

Prior Governmental entity or Higher Education experience within their administration or treasury/business functions
Understand nationwide regional regulations and political climate
University / college degree, with 3+ years of relevant / direct industry 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.

Nice To Haves

Great organizational and speaking skills
Ability to lead meetings internally and externally effectively
Account Management
Client Counseling
Competitive Advantages
Go-to-Market Strategies
Influencing Skills
Negotiation
Relationship Building
Sales Operations

Responsibilities

Support Treasury Management Sales Officers
Proactive to develop new business and cross-selling opportunities
Data Analytics of internal systems
Pricing development of treasury services
Work with team on proposal responses to formal RFPs
Assist as an ancillary Treasury Management Officer with the Implementation of services and presentations to clients
Client facing role with presentations and reviews
Face to face calls with the TMO (virtual or in person) 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
Lead meetings internally and externally effectively
Analyze, assess and document client requirements
Forecast and track key account metrics
Identify customization needs, and work with service partners to decision/implement
Manage processes outlined in the contract and partners to resolve challenges regarding implementation and production issues
Serve as an escalation point for high severity requests or issues
Work 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