Account Manager I - Treasury Management

PNC; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

In-office culture

Job summary

PNC Financial Services Group, Inc. in Houston, TX is seeking an Account Manager I to support Treasury Management Sales. The role focuses on pricing, client presentations, and maintaining long-term client relationships within an in-office environment.

You will liaise with clients and servicing units, assist in contract negotiations, and help identify opportunities to deepen client relationships. Strong communication and organizational skills are essential.

Qualifications

• University degree required; typically 2+ years of relevant professional experience.
• Experience in client relationships and sales/support in financial services preferred.
• Strong communication, presentation, and negotiation skills.

Responsibilities

• Support Treasury Management Sales Officers with pricing and client presentations.
• Serve as liaison between clients and servicing units; manage client relationships.
• Provide sales/support to select clients when the officer is unavailable; identify opportunities to deepen relationships.
• Assist in developing servicing scope and contracts; communicate product/service options to clients.
• Maintain client metrics and forecast servicing needs; collaborate with partners on implementation.

Skills

Account management

Client counseling

Go-to-market strategies

Negotiation

Relationship building

Education

Bachelor's

Job description

Position Overview

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. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Houston TX.

Additional Job Responsibilities

• Support Treasury Management Sales Officers Data Analytics Support pricing of new sales opportunities.
• Assist Treasury Management Officer with client presentations.
• Client-facing role with presentations and reviews.
• Provide sales/service support to select clients in the absence of Treasury Management Officer.
• Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
• Strong organizational and speaking skills PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
• We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Under direct supervision, works in support of assigned long-term client relationships.

Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units.

May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.

Serves as point of contact for client matters.

May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship.

Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.

Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed.

Will work with in-house counsel and clients on contract negotiations.

This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.

Analyzes, assesses and documents client requirements.

Forecasts and tracks key account metrics.

May identify customization needs, and work with service partners to implement.

Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues.

Works towards finding the best solution to maintain a positive client relationship.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies
• Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

Emails not related to accommodation requests will not receive responses.

Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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.

Equal Employment Opportunity (EEO)

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.

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.

California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Company Culture and Values

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders.

We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.

Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.

Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC.

PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more.

The benefits and programs highlighted below are just a sampling of what PNC offers its employees.

To learn more, visit our Total Rewards page.