Business Banking Treasury Management Advisor - Relationship Manager I

PNC Investments; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

PNC Investments seeks a Business Banking Treasury Management Advisor to manage client relationships and drive sales growth. The role involves financial analysis, risk management, and client engagement within an inclusive workplace culture. Candidates should have a bachelor's degree and relevant experience.

Benefits

Health coverage

Life insurance

Disability protection

401(k) matching

Pension

Stock purchase plans

Paid time off

Educational assistance

Qualifications

• Typically requires a bachelor’s degree and 3+ years of relevant experience.
• Certifications are preferred but not required.

Responsibilities

• Manage relationships with new and existing clients to grow sales and revenue.
• Acquire, expand, and retain client relationships to generate revenue.
• Analyze, evaluate, and mitigate credit risk.

Skills

Client relationship building

Credit products

Financial analysis

Sales opportunity identification

Education

Bachelor’s degree

Job description

Business Banking Treasury Management Advisor - Relationship Manager I

Join to apply for the Business Banking Treasury Management Advisor - Relationship Manager I role at PNC Investments.

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are committed to delivering the best experience for our customers. We foster an inclusive workplace culture where all employees feel respected, valued, and have opportunities to contribute to the company's success. As a Treasury Management Advisor within PNC's Business Banking Treasury Management organization, you will be based in any PNC building, including locations not specifically listed. The Treasury Management Advisor will work with our virtual business banking clients.

Job Responsibilities

• Manage relationships with new and existing clients to grow sales, revenue, and market share, working towards relevant sales goals. Typically handles clients with basic risk levels and needs, usually under higher supervision.
• Acquire, expand, and retain client relationships to generate revenue and increase share of wallet. Handle origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
• Manage risk and ensure quality for clients by identifying and mitigating risks such as regulatory, reputational, operational, and credit risks.
• Identify client opportunities by understanding their needs and financial well-being, aiming to increase engagement and loyalty.
• Build relationships within the community and industry to acquire new clients and expand existing ones, presenting the full range of PNC's products and services. Use reporting and sales tools to identify and convert opportunities.
• Analyze, evaluate, and mitigate credit risk using knowledge of credit fundamentals and internal policies.

Employee Expectations

• Customer Focused: Prioritize customer needs and satisfaction in all decisions, creating tailored solutions.
• Managing Risk: Assess and manage risks associated with business activities, supporting PNC's Enterprise Risk Management Framework.

Qualifications

Candidates should demonstrate relevant skills, experience, and education. Skills include client relationship building, credit products, financial analysis, and sales opportunity identification. Typically requires a bachelor’s degree and 3+ years of relevant experience. Certifications are preferred but not required.

Benefits

PNC offers comprehensive benefits, including health coverage, life insurance, disability protection, 401(k) matching, pension, stock purchase plans, paid time off, and educational assistance. Specific benefits depend on eligibility and employment status.

Additional Information

For accommodation requests during the application process, contact [e-mail] or call 877-968-7762. PNC is committed to an inclusive workplace and provides equal employment opportunities regardless of protected categories.