Public Finance Associate – Treasury Management Officer

Jobtailor; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Washington, DC is seeking a banking professional to manage client relationships, analyze financials, and drive revenue through product solutions, while ensuring regulatory and risk controls.

Candidates should have a Bachelor's degree, 2+ years of relevant experience, and the ability to communicate effectively and make decisions in a fast-paced financial services environment.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• 2+ years of relevant professional experience.
• Strong skills in client relationship building and financial analysis.
• Ability to mitigate risk and identify sales opportunities.
• Excellent communication and decision-making abilities.

Responsibilities

• Perform or assist in banking activities, including relationship management and/or product suite activities.
• Identify and mitigate regulatory, reputational, and operational risks.
• Help ensure quality for new and existing clients.
• Assist in preparing offerings and/or scorecards.
• Analyze information and apply critical thinking to design and/or execute client solutions.
• Take transactions from request to booking and/or move selling conversations from proposal to closed business.
• Drive fee income through internal and/or external relationship management.
• Consider internal policies, external regulatory requirements, and client needs in decision-making.
• Interact with internal and external clients to gather or clarify information and expand existing client relationships.

Skills

Client Relationship Management

Financial Analysis

Risk Mitigation

Decision Making

Customer Experience Management

Education

Bachelor's degree

Job description

• Perform or assist in banking activities, including relationship management and/or product suite activities
• Identify and mitigate regulatory, reputational, and operational risks
• Help ensure quality for new and existing clients
• Assist in preparing offerings and/or scorecards
• Analyze information and apply critical thinking to design and/or execute client solutions
• Take transactions from request to booking and/or move selling conversations from proposal to closed business
• Drive fee income through internal and/or external relationship management
• Consider internal policies, external regulatory requirements, and client needs in decision-making
• Interact with internal and external clients to gather or clarify information and expand existing client relationships
• Develop skills to independently generate revenue and deepen share of wallet
• Articulate recommendations to customers regarding client servicing and product-related inquiries
• Analyze, evaluate, and mitigate risk using knowledge of internal policies
• Participate in social learning, networking, mentoring, job shadowing, community outreach, and formal learning
• Develop knowledge of treasury products, industry benchmarking, and solution positioning
• Apply customer-focused practices and manage risks in accordance with PNC's Enterprise Risk Management Framework

Requirements

• University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Bachelor's degree listed under Education
• Knowledge of book of business, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities
• Accuracy and attention to detail
• Business acumen
• Customer experience management
• Decision making and critical thinking
• Effective communications
• Flexibility and adaptability
• Industry knowledge
• Managing multiple priorities
• No required certifications
• No required licenses
• No required or preferred language assessments
• Must not require employment visa sponsorship; PNC will not provide sponsorship or participate in STEM OPT
• Subject to Section 19 of the FDIA and, for any registered role, the SAFE Act and/or FINRA requirements regarding certain criminal history

Core Competencies

Demonstrates expertise in client relationship management, financial analysis, and risk mitigation while effectively communicating and adapting to client needs. Proficient in driving revenue growth through strategic decision-making and customer-focused practices.

Highest-signal resume keywords

• Client Relationship Management
• Financial Analysis
• Risk Mitigation
• Decision Making
• Customer Experience Management

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Risk Mitigation
• Client Relationship Building
• Sales Opportunity Identification
• Treasury Products Knowledge

Soft Skills

• Effective Communication
• Critical Thinking
• Flexibility
• Attention to Detail
• Adaptability

Industry Keywords

• Enterprise Risk Management Framework
• Regulatory Requirements
• Operational Risks
• Business Acumen
• Customer Engagement