Virtual Relationship Manager - C&IB

PNC Bank•Pittsburgh, PA

6d•Onsite

About The Position

The Virtual Relationship Manager is a hub-based sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients. Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services. Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. Collaborates with Virtual RM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication. Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

Requirements

University/college degree with 3+ years of relevant/direct industry experience, or a comparable combination of education, job-specific certification(s), and experience (including military service).
Customer Focused: Knowledgeable of 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.
Subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Nice To Haves

Client Outreach
Content Development
Credit Products
Customer Engagement
Customer Loyalty
Customer Solutions
Identifying Sales Opportunities
Small Businesses
Business Acumen
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Prospecting
Sales Negotiating
Selling
Tech Savvy

Responsibilities

Manage new and existing clients using strong virtual communication skills.
Acquire new clients and grow share of wallet with existing clients.
Identify customer needs and present PNC's products and services.
Provide insights based on client needs and financial well-being.
Develop and manage clients remotely across multiple markets to grow sales and revenue.
Coordinate implementation and documentation of non-credit products and services.
Call on internally generated lists of targeted prospective clients.
Leverage industry and market knowledge to prioritize efforts.
Manage origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
Utilize reporting and sales tools to identify and convert sales opportunities.
Collaborate with Virtual RM team to share best practices and opportunities.
Leverage corporate sales development partners for client and prospect outreach.
Coordinate with market Relationship Managers and Market Leaders to transition relationships.
Utilize technology to enhance client engagement and loyalty.
Manage risk/return in accordance with PNC's risk profile.
Identify and mitigate risks (regulatory, reputational, operational, credit).

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