Treasury Management Officer I

PNC•Louisville, KY

12d•Onsite

About The Position

The Treasury Management Officer I is part of PNC’s Treasury Management Sales organization and is based in Louisville, Kentucky, or Lexington, Kentucky. The position manages relationships with new and existing clients, generally with basic levels of risk and complexity, to grow sales, revenue, and market share while meeting relevant sales goals. The role operates with a higher degree of supervision and direction. The officer acquires, expands, and retains client relationships; originates, analyzes, negotiates, and documents non-credit products and services; and manages risk and quality for client relationships. The position identifies client opportunities and provides ideas and insights based on client needs and financial well-being, with a focus on engagement, loyalty, and quantifying opportunities. It also builds internal and external networks, uses PNC’s reporting and sales tools to identify and convert opportunities, and applies treasury product knowledge, industry benchmarking, and solution positioning. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Visa sponsorship and STEM OPT participation are not available for this position.

Requirements

Typically requires a bachelor's degree or university/college degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
At least 3 years of relevant or direct industry experience is typically required.
Demonstrate 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 business acumen, client relationship management, customer experience management, decision making and critical thinking, effective communications, industry knowledge, prospecting, sales negotiating, selling, and tech savvy.
No required certifications or licenses.

Nice To Haves

Certifications are often desired.
Preferred skills include book-of-business management, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.

Responsibilities

Manage relationships with new and existing clients in a book of business to grow sales, revenue, and market share in line with sales goals.
Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet, with direction.
Originate, perform financial analysis for, negotiate, and document non-credit products and services.
Manage risk and return and drive quality for new and existing clients; identify and mitigate regulatory, reputational, operational, and other risks.
Identify client opportunities and provide ideas and insights based on client needs and financial well-being.
Increase client engagement and loyalty through strategic dialogue and opportunity quantification.
Build internal and external relationships, including community and industry relationships, to acquire clients, expand existing relationships, and enhance the client experience.
Maintain awareness of PNC products and services and use reporting and sales tools to identify and convert sales opportunities.
Analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning.
Focus on customer needs and satisfaction when making business decisions and creating customer solutions.
Assess and 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, for eligible full-time employees.
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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year depending on career level and eligibility.