Public Finance Treasury Management Officer I

Jobtailor; Illinois; On-site; USD 70,000 - 110,000; Full time

Job summary

PNC seeks a results-oriented Client Relationship Manager to expand its corporate banking footprint. You will manage key accounts across markets, present financial solutions tailored to client needs, and foster long-term relationships through proactive outreach and cross-functional collaboration.

The role emphasizes remote client development, risk-aware selling, and utilization of advanced sales tools to identify opportunities. Strong communication and strategic thinking are essential.

Qualifications

• 3+ years of relevant/direct industry experience.
• Bachelor's degree or equivalent required.
• Knowledge of client outreach, credit products, and customer loyalty.
• Must not require employment visa sponsorship.

Responsibilities

• Manage new and existing clients across multiple markets using virtual communication.
• Acquire new clients and grow share of wallet with existing public finance clients.
• Present PNC's products and services based on customer needs and financial well-being.
• Develop and manage clients remotely across multiple markets.
• Coordinate implementation and documentation of non-credit products and services.
• Call on internally generated lists of targeted prospective clients.

Skills

Client relationship management

Sales negotiation

Customer engagement

Business acumen

Decision making

Education

Bachelor's degree

University/college degree typically required

Tools

Virtual communication tools

Sales reporting tools

Job description

• Manage new and existing clients across multiple markets using virtual communication


• Acquire new clients and grow share of wallet with existing public finance clients


• Present PNC's products and services based on customer needs and financial well-being


• Develop and manage clients remotely across multiple markets


• Coordinate implementation and documentation of non-credit products and services


• Call on internally generated lists of targeted prospective clients


• Prioritize outreach using industry and market knowledge


• Originate, analyze, negotiate, and document non-credit products and services


• Use reporting and sales tools to identify and convert sales opportunities


• Collaborate with the Virtual Treasury Management team to share best practices and opportunities


• Engage clients and prospects with corporate sales development partners


• Coordinate with Relationship Managers and Market Leaders on larger or more complex relationships


• Use technology and multiple communication channels to enhance client engagement and loyalty


• Manage risk and return in accordance with PNC's risk profile


• Identify and mitigate regulatory, reputational, and operational risks

Requirements

• University/college degree typically required


• 3+ years of relevant/direct industry experience


• Bachelor's degree


• Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree


• No required certifications


• No required licenses


• No required or preferred language assessments


• Must not require employment visa sponsorship


• Knowledge of client outreach, content development, credit products, customer engagement, customer loyalty, customer solutions, identifying sales opportunities, and small businesses


• Competencies in business acumen, client relationship management, customer experience management, decision making and critical thinking, effective communications, managing multiple priorities, prospecting, sales negotiating, selling, and technology


• Subject to applicable FDIA, SAFE Act, and/or FINRA hiring requirements regarding certain criminal history

Core Competencies

Demonstrates expertise in client relationship management and sales negotiation, with a strong focus on customer engagement and loyalty. Proficient in utilizing technology and communication channels to enhance client interactions and manage risk effectively.

Highest-signal resume keywords

• Client Relationship Management


• Sales Negotiating


• Customer Engagement


• Business Acumen


• Decision Making

ATS Optimization Keywords

Hard Skills

• Client Outreach


• Sales Opportunity Identification


• Non-Credit Products Management


• Financial Analysis


• Documentation


• Market Knowledge


• Risk Management


• Sales Tools Utilization


• Prospecting


• Content Development

Soft Skills

• Effective Communication


• Critical Thinking


• Managing Multiple Priorities

Industry Keywords

• Public Finance


• Customer Solutions


• Customer Experience Management


• Corporate Sales Development


• Regulatory Compliance

Tools & Technologies

• Virtual Communication Tools


• Sales Reporting Tools