Relationship Manager I - C&IB

PNC Financial Services Group, Inc.

Dallas (TX)

On-site

USD 60,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits package
Career development opportunities
Wellness programs

Job summary

A financial services company in Dallas is seeking a skilled relationship manager to oversee client accounts, focusing on growing sales and client satisfaction. The role involves analyzing financial products, managing risks, and expanding the client base through effective networking. This position requires the ability to engage clients and provide tailored solutions that enhance their financial well-being. The company offers a comprehensive benefits package to support employee growth and wellness.

Qualifications

  • Ability to grow sales, revenue and market share through effective relationship management.
  • Demonstrated experience in negotiating and documenting financial products.
  • Knowledge of credit fundamentals and internal credit policies.

Responsibilities

  • Manage client relationships to grow sales and market share.
  • Analyze and mitigate risk while optimizing client engagement.
  • Build effective networks to acquire new clients and expand existing ones.

Skills

Relationship management
Financial analysis
Client engagement
Risk management

Job description

* Responsible for 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 basic levels of risk and complexity of needs. Generally works with higher degree of supervision.* With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Responsible for the origination, financial analysis, negotiation, and documentation of credit and 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 (eg regulatory, reputational, operational, credit, etc)* 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.* Builds an effective network of internal and external relationships (eg community, industry, etc) to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.* As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.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 .
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