Treasury Management Officer III

PNC Bank•Atlanta, GA

19h•Onsite

About The Position

At PNC, the Treasury Management Officer III role within the Treasury Management Sales organization is based in Atlanta, GA, and operates in an in-office environment. This position is crucial for driving sales, revenue, and market share by setting and directing relationship management strategies with new and existing clients, particularly those with advanced risk levels and complex needs. The officer works independently and may mentor other team members. Key responsibilities include developing strategies to acquire, expand, and retain client relationships, managing the origination, financial analysis, negotiation, and documentation of non-credit products and services. The role also involves managing risk/return, ensuring quality for clients, and proactively identifying and mitigating various risks such as regulatory, reputational, and operational. The officer is expected to provide client-focused insights, drive engagement and loyalty through strategic dialogue, and generate best practices within Treasury Management. Building and maintaining a strong network of internal and external relationships is essential for client acquisition and enhancement. The role requires a comprehensive understanding of PNC's products and services, effective use of reporting and sales tools to convert opportunities, and the ability to analyze and inform on complex treasury product knowledge, industry benchmarking, and solutions positioning. Employees are expected to be customer-focused and adept at managing risks in line with PNC's Enterprise Risk Management Framework.

Requirements

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.
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.
Business Acumen
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Effective Communications
Prospecting
Sales Negotiating
Selling
Tech Savvy
University / college degree (Bachelor's degree)
Industry relevant experience is typically 8+ years.
Specific certifications are often required.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

Higher level education such as a Masters degree, PhD, or certifications is desirable.
Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Responsibilities

Sets relationship strategies and directs 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.
Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
Handles the origination, financial analysis, negotiation and documentation of 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, such as regulatory, reputational, and operational risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
Drives client engagement and loyalty through strategic dialogue and opportunity quantification.
Generates ideas and best practices within Treasury Management and may mentor others.
Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
Ensures awareness of the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
Demonstrates ability to analyze, evaluate and inform on complex treasury product knowledge, industry benchmarking, and solutions positioning.
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.

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