Treasury Management Officer II

PNC • Tampa, FL

2d • Onsite

About The Position

At PNC, the Treasury Management Officer II is part of the Treasury Management Sales organization and is based in Tampa, Florida. The role coordinates relationship management for new and existing clients in a book of business, with the goal of growing sales, revenue, and market share against relevant sales goals. It typically serves clients with moderate risk and moderately complex needs, working with a moderate degree of supervision.

The officer acquires, expands, and retains client relationships to generate revenue and deepen share of wallet. The role handles origination, financial analysis, negotiation, and documentation for non-credit products and services; manages risk and quality; and identifies and mitigates regulatory, reputational, and operational risks. By understanding clients’ needs and financial well-being, the officer offers ideas and insights, builds engagement and loyalty, and quantifies opportunities. The role also develops internal and external networks, uses 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 applicants to discuss workplace expectations with the recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Typically requires a university or college degree and 5 or more years of industry-relevant experience.
• A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Demonstrate knowledge, skills, and abilities appropriate to the role, including customer focus and risk management.

Nice To Haves

• Book of business management.
• Client relationship building.
• Customer engagement.
• Decision making.
• Financial analysis.
• Identifying sales opportunities.
• Business acumen.
• Client relationship management.
• Customer experience management.
• Critical thinking.
• Effective communications.
• Industry knowledge.
• Prospecting.
• Sales negotiation and selling.
• Technology proficiency.

Responsibilities

• Coordinate relationship management activities for new and existing clients in a book of business to grow sales, revenue, and market share.
• Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet.
• Originate, analyze, negotiate, and document non-credit products and services.
• Manage risk and quality for new and existing clients, identifying and mitigating regulatory, reputational, and operational risks.
• Provide ideas and insights based on client needs and financial well-being; increase client engagement and loyalty through strategic dialogue and opportunity quantification.
• Build and manage internal and external 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 customized customer solutions.
• Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including 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, subject to eligibility.
• Up to 11 paid holidays each year, subject to eligibility.
• 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: Mid Level