Senior Treasury Management Sales Lead

Fairygodboss; San Jose (CA); On-site; USD 134,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

PNC is seeking a Treasury Management Officer III based in San Francisco, San Jose, or Walnut Creek to lead relationship strategies and manage high-value client portfolios. The role emphasizes risk-aware decision making, cross-functional collaboration, and strategic treasury product positioning to grow revenue.

The position is in-office with comprehensive benefits and incentive eligibility. The company notes salary transparency and a range reflecting geographic variations in California.

Qualifications

• University degree required; higher education such as a Masters or certifications is desirable.
• Industry relevant experience is typically 8+ years.
• Experience with treasury products and client relationship management is beneficial.

Responsibilities

• Sets relationship strategies and directs relationship management with clients to grow sales and revenue.
• Manages risk/return and ensures quality for new and existing clients; coordinates origination, analysis and documentation.
• Connects client needs to treasury solutions, driving engagement and opportunity quantification.
• Leads cross-functional collaboration and mentors team members where appropriate.
• Builds and leverages internal/external networks to acquire or expand clients and improve the client experience.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Treasury Management Officer III based in San Francisco, San Jose, or Walnut Creek to lead relationship strategies and manage high-value client portfolios. The role emphasizes risk-aware decision making, cross-functional collaboration, and strategic treasury product positioning to grow revenue.

The position is in-office with comprehensive benefits and incentive eligibility. The company notes salary transparency and a range reflecting geographic variations in California.