Strategic Treasury Partner for Insurance Clients

Fairygodboss; Columbus (OH); On-site; USD 91,000 - 186,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Stock purchase plan

Paid holidays

Job summary

PNC is seeking a Treasury Management Officer II to support sales and relationship management for commercial clients across multiple cities. The role covers coordination of client opportunities, financial analysis, risk assessment, and cross-functional collaboration in a dynamic banking environment.

The position emphasizes building client engagement, leveraging treasury knowledge, and expanding share of wallet while adhering to risk controls and regulatory requirements.

Qualifications

• 5+ years of university/college-educated, industry-relevant experience.
• Certifications are often required in this level role.
• In lieu of a degree, a combination of education, certification and experience may be considered.
• Experience with treasury products and risk management is a plus.

Responsibilities

• Coordinates relationship management with clients to grow sales and market share.
• Handles origination, financial analysis, negotiation and documentation of non-credit products/services.
• Manages risk/return and mitigates regulatory, reputational, and operational risks.
• Focuses on client opportunities by understanding needs and financial well-being.
• Develops networks to acquire new clients and expand existing relationships.

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 II to support sales and relationship management for commercial clients across multiple cities. The role covers coordination of client opportunities, financial analysis, risk assessment, and cross-functional collaboration in a dynamic banking environment.

The position emphasizes building client engagement, leveraging treasury knowledge, and expanding share of wallet while adhering to risk controls and regulatory requirements.