Relationship Mgr I - C&IB

PNC•San Diego, CA

3d•Remote

About The Position

Responsible for relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Responsible for the origination, financial analysis, negotiation, and documentation of credit and non credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk (eg regulatory, reputational, operational, credit, etc) Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well being. Focuses on increasing client engagement and loyalty. Builds an effective network of internal and external relationships (eg community, industry, etc) to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. 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

Bachelor’s Degree, associate degree and or equivalent experience.
Strong interpersonal skills to work effectively with a variety of sales professionals and sophisticated external clients.
Strong organizational and administrative skills.
Detail oriented and deadline driven.
Ability to use Microsoft Office: Word, Excel, redline documents
Ability to work in a fast-paced sales team environment.
University / college degree, with 3+ years of relevant / direct industry experience.
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

Knowledge of mergers and acquisitions is a plus.

Responsibilities

Review and communicate information on a M&A transaction and understand client needs
Client facing relationship manager position. The ability to correspond directly with counsel and company contacts, and ability to navigate setup for legal documents that need to be completed by company equity holders
Ability to learn an online portal at PNC and understand capabilities and limitations to successfully navigate a closing for clients
Ability to work outside of normal hours
Critical thinking is a must. Deals often change and additional legal documents to be distributed and analysis needed for setup. Will have to clearly communicate setup to counsel for a successful transaction
Engage in legal agreements
Fast paced work environment
Run client demos
Test a deal setup of legal documents that are to be distributed with internal teams
Ability to work well with both internal teams and external teams
Organize engagements and track what is pending and completed in conjunction with your closing date
Identifies more complex problems and provides advice and resolution in support of line of business initiatives
Partners with other departments or other functional areas in support of line of business initiatives
Independently provides data collection, research and reporting for assigned line of business initiatives
KYC onboarding and client coordination
Ability to work with sophisticated M&A external counsel and manage client expectations
Interpret client spreadsheets to direct teams on deal and payment setup in the online portal
Invoice Generation prior to deal closing. Encompasses a comprehensive document assignment review
Facilitating post-closing payment event process
Grow sales, revenue and market share with relevant sales goals.
Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
Origination, financial analysis, negotiation, and documentation of credit and non credit products and services.
Manages risk/return and drives quality for new and/or existing clients.
Actively identifies and mitigates different types of risk (eg regulatory, reputational, operational, credit, etc)
Provides ideas and insights based on an understanding of the client's needs and their financial well being.
Increasing client engagement and loyalty.
Builds an effective network of internal and external relationships (eg community, industry, etc) to actively acquire new clients and/or expand existing clients and enhance the client experience.
Bringing entire bank to the client by presenting the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
Analyzes, evaluates and mitigates credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

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.