Account Manager II - Complex Treasury Management Strategist

PNC Bank • Atlanta, GA

14d • 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 II within PNC's Treasury Management Public Finance Sales organization, you will be based in Atlanta GA. Additional Job Responsibilities:  Support Treasury Management Sales Officers  This is not a customer service position – it is 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  No Sales Goal or Portfolio  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  Great organizational and speaking skills  Ability to lead meetings internally and externally effectively  Prior Governmental entity or Higher Education experience within their administration or treasury/business functions  Understand nationwide regional regulations and political climate PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.

Requirements

• Great organizational and speaking skills
• Ability to lead meetings internally and externally effectively
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Prior Governmental entity or Higher Education experience within their administration or treasury/business functions
• Understand nationwide regional regulations and political climate
• 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
• 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
• Participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients
• Serve as point of contact for client matters
• Help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship
• Leverage 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
• Work with in-house counsel and clients on contract negotiations
• Review of the servicing agreements to ensure contract terms meet servicing guidelines
• Participate in the analysis, assessment and documentation of 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

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .

What This Job Offers

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