Associate Treasury Management Officer

PNC Bank • Dallas, TX

22h • Onsite

About The Position

As an Associate Treasury Management Officer in PNC's Treasury Management Sales organization, the employee is based in Dallas or Houston, Texas. PNC is an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

The role performs or assists with banking activities, including relationship management and product-suite activities, under supervision and with potentially limited approval or exception authority. It supports client relationship development, treasury product and sales learning, revenue generation, risk management, and the creation and delivery of client solutions. The employee interacts with internal and external clients, analyzes information, and develops the skills needed to independently generate revenue and deepen client relationships.

Requirements

• Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Demonstrated appropriate knowledge, skills, and abilities for the role.
• Preferred skills include book-of-business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
• Competencies include accuracy and attention to detail, business acumen, customer experience management, decision-making and critical thinking, effective communications, flexibility and adaptability, and managing multiple priorities.
• No required certification, license, or language assessment is listed.

Nice To Haves

• Book-of-business skills.
• Client relationship-building skills.
• Customer engagement skills.
• Decision-making skills.
• Financial analysis skills.
• Ability to identify sales opportunities.

Responsibilities

• Perform or assist with banking activities, including relationship management and product-suite activities.
• Identify and appropriately mitigate regulatory, reputational, operational, and other risks; help manage risk and ensure quality for new and existing clients.
• Assist in preparing offerings and scorecards.
• Analyze information and apply critical thinking to design or execute client solutions, including taking transactions from request to booking and moving sales conversations from proposal to closed business.
• Drive fee income through internal or external relationship management.
• Consider internal policies and procedures, external regulatory requirements, and client needs in decision-making.
• Interact with internal and external clients to gather or clarify information and expand existing relationships.
• Develop the skills needed to independently generate revenue and deepen share of wallet.
• Recommend solutions to customers in response to client-servicing and product-related inquiries.
• Analyze, evaluate, and mitigate risk using fundamental knowledge of internal policies.
• Participate in social learning activities, such as networking with business representatives and peers, mentoring, job shadowing, and community outreach.
• Participate in business-recommended formal learning to develop treasury product knowledge, industry benchmarking, and solution-positioning skills.
• Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
• Manage risks associated with business objectives and activities in accordance 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.
• 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