Associate Treasury Management Officer

PNC • Houston, TX

1d • Onsite

About The Position

The Associate Treasury Management Officer works within PNC’s Treasury Management Sales organization and is based in Dallas or Houston, Texas. The role performs or assists with banking activities, including relationship management and treasury product suite activities. It operates under supervision and may have limited approval or exception authority.

The position helps identify and mitigate regulatory, reputational, and operational risks; may support quality management for new or existing clients; and may assist with preparing offerings or scorecards. It analyzes information and applies critical thinking to design or execute client solutions, including taking transactions from request through booking and advancing sales conversations from proposal to close. The role supports fee income and relationship development, considers internal policies, regulatory requirements, and client needs, and communicates recommendations in response to servicing and product inquiries.

The associate interacts with internal and external clients to gather or clarify information and deepen existing relationships while developing the skills to generate revenue independently. Learning may include networking, mentoring, job shadowing, community outreach, and business-recommended formal learning to build foundational knowledge of credit, products, sales, industry benchmarking, and solution positioning.

PNC describes the role as in-office and states that it does not provide employment visa sponsorship or participate in STEM OPT for this position. The position is subject to Section 19 of the Federal Deposit Insurance Act and, where applicable, SAFE Act and/or FINRA requirements.

Requirements

• Typically, a university or college degree and 2 or more 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.
• Bachelor’s degree listed under Education.
• Demonstrate appropriate knowledge, skills, and abilities for the role.
• No required certifications.
• No required licenses.

Nice To Haves

• Book of business experience or knowledge.
• Client relationship-building skills.
• Customer engagement skills.
• Decision-making skills.
• Financial analysis skills.
• Ability to identify sales opportunities.
• Accuracy and attention to detail.
• Business acumen.
• Customer experience management.
• Critical thinking.
• Effective communication.
• Flexibility and adaptability.
• Managing multiple priorities.

Responsibilities

• Perform or assist with banking activities, including relationship management and treasury product suite activities.
• Identify and appropriately mitigate regulatory, reputational, and operational risks; help ensure quality for new or existing clients.
• Assist with preparing offerings and/or scorecards.
• Analyze information and apply critical thinking to design and execute client solutions.
• Support transactions from request through booking and sales conversations from proposal to closed business, including driving fee income through 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 develop existing relationships.
• Respond to client servicing and product-related inquiries with recommendations.
• Analyze, evaluate, and mitigate risk using fundamental knowledge of internal policies.
• Participate in social and formal learning activities to develop foundations in credit, product knowledge, sales, industry benchmarking, and solution positioning.

Benefits

• Medical and prescription drug coverage, with a Health Savings Account feature, subject to eligibility.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match.
• Pension plan.
• Stock purchase plan.
• 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, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• 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.

What This Job Offers

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