Commercial Treasury Management Officer II

PNC; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with company match

Generous paid time off

Job summary

A leading financial services company in Arizona is seeking a Treasury Management Officer II in Phoenix or Tucson. The role involves coordinating client relationships to grow sales and managing risks, while also engaging clients strategically. Candidates should have a Bachelor's Degree and 5+ years of relevant experience in the finance sector. Strong skills in decision-making and client relationship building are essential. The company offers comprehensive benefits and a supportive work environment.

Qualifications

• 5+ years of industry-relevant experience.
• Roles at this level typically require a university/college degree.
• Specific certifications are often required, or a comparable combination of education and experience.

Responsibilities

• Coordinate relationship management activities with clients.
• Acquire and retain client relationships to generate revenue.
• Identify and mitigate various types of risks.

Skills

Book of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor’s Degree

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 a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in Phoenix AZ or Tucson AZ.

Job Description

• Coordinates 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. Typically works with clients with moderate levels of risk and complexity of needs.
• Works within stated guidelines 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. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
• Manages effective network of 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 treasury product knowledge, industry benchmarking, and solution positioning.

Employee Expectations

• 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

Preferred Skills

• Book of Business
• Client Relationship Building
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Competencies

• Business Acumen
• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Effective Communications
• Prospecting
• Sales Negotiating
• Tech Savvy

Work Experience

Roles at this level typically require a university / college degree with 5+ years of industry‑relevant experience. 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.

Education

Bachelor’s Degree

Certifications

None required

Licenses

None required

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on 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; backup 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 eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year unless otherwise required by law; 15 to 25 vacation days each year, depending on career level; and years of service.

For more information on 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 and be sure to include your name, the job ID and your preferred method of contact in the email body. Applicants may also call 877‑968‑7762 and say “Workday” for accommodation assistance. All information will be kept confidential and used only to the extent required to provide needed reasonable accommodations. PNC provides 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 understand how PNC may use or disclose your personal information in our hiring practices.