Treasury Management Officer III at PNC | San Jose, CA | Rezi

Treasury Management Officer III at PNC

Treasury Management Officer III

PNC · San Jose, CA

4 days ago

Treasury Management Officer III

PNC · San Jose, CA

4 days ago
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About the Role

As a Treasury Management Officer III within PNC's Treasury Management Sales organization, you will be based in San Francisco CA or San Jose CA or Walnut Creek CA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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.
  • Works with clients with advanced levels of risk and complexity of needs.
  • Works independently and may mentor other team members.
  • 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.
  • Provides 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 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.

Requirements

  • 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.
  • This position is 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.

Skills

  • Book Of Business
  • Client Relationship Building
  • Customer Engagement
  • Decision Making
  • Financial Analysis
  • Identifying Sales Opportunities
  • Business Acumen
  • Client Relationship Management
  • Customer Experience Management.
  • Decision Making and Critical Thinking
  • Effective Communications
  • Prospecting.
  • Sales Negotiating
  • Selling.
  • Tech Savvy

Location

  • San Francisco CA
  • San Jose CA
  • Walnut Creek CA

Work Type

  • in-office

Experience Level

  • 8+ years

Education Level

  • Bachelors

Salary/Compensations

  • $134,400.00 – $249,600.00

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
  • between 15 to 25 vacation days each year, depending on career level; and years of service

About the Company

  • At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
  • We are all united in delivering the best experience for our customers.
  • We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

Equal Opportunity

  • PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
  • At PNC we foster an inclusive and accessible workplace.
  • We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.