About The Position

As a Treasury Management Advisor within PNC's SMB Treasury Management organization, this role is based in the greater Denver Market. The role manages relationships with new and existing clients in a book of business to grow sales, revenue, and market share, typically serving clients with basic risk and moderately complex needs under a higher degree of supervision. The advisor acquires, expands, and retains client relationships; originates and supports financial analysis, negotiation, and documentation for credit and non-credit products and services; and manages risk and quality. The role identifies client opportunities and provides ideas and insights based on client needs and financial well-being, while increasing engagement and loyalty. It also builds internal and external networks, presents the full range of PNC products and services, and uses reporting and sales tools to identify and convert sales opportunities. PNC describes itself as an in-office company and encourages candidates to clarify workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not provided for this position.

Requirements

  • Typically requires a university or college degree and at least 3 years of relevant or direct industry experience.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate customer focus and the ability to align business decisions and customized solutions with customer needs and satisfaction.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

  • Book of business experience
  • Client relationship building
  • Knowledge of credit processes and credit products
  • Customer engagement
  • Decision-making skills
  • Financial analysis
  • Identifying sales opportunities
  • Certifications are often desired

Responsibilities

  • Manage relationships with new and existing clients in a book of business to grow sales, revenue, and market share.
  • Acquire, expand, and retain client relationships with direction to generate revenue and deepen share of wallet.
  • Handle origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
  • Manage risk and return and drive quality for new and existing clients.
  • Identify and mitigate regulatory, reputational, operational, and credit risks.
  • Provide ideas and insights based on an understanding of clients’ needs and financial well-being.
  • Increase client engagement and loyalty.
  • Build internal and external relationships, including community or industry relationships, to acquire new clients, expand existing relationships, and enhance the client experience.
  • Present the full range of PNC products and services to clients.
  • Use reporting and sales tools to identify and convert sales opportunities.
  • Analyze, evaluate, and mitigate credit risk using credit fundamentals and internal credit policies.

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 plan
  • 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
  • 15 to 25 vacation days each year, depending on career level and years of service
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