Treasury Management Advisor — Client Growth & Relationships

Fairygodboss

Phoenix (AZ)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Medical coverage
Dental coverage
Vision care
Life insurance
Disability insurance
401(k) with match
Paid holidays
Vacation days
Education assistance
Wellness program

Job summary

PNC is seeking a Treasury Management Advisor for the Arizona Market to lead relationship management with a book of business, drive revenue growth and expand client engagement with the full range of PNC's products. Role emphasizes credit and non-credit products, risk management and cross-sell opportunities.

Ideal candidates will have 3+ years of relevant experience, a Bachelor's degree, and a client-centric approach with strong financial analysis and decision-making skills.

Qualifications

  • Knowledge of credit fundamentals and internal credit policies.
  • Experience managing relationships with clients to grow revenue.
  • 3+ years of relevant/direct industry experience; certifications often desired.

Responsibilities

  • Handles relationship management with clients to grow sales, revenue and market share.
  • Acquires/expands/retains client relationships and documents credit/non-credit products.
  • Manages risk/return and mitigates regulatory, reputational, operational and credit risks.
  • Identifies client opportunities to increase engagement and loyalty.
  • Builds internal/external networks to acquire or expand clients and present full range of products.
  • Demonstrates ability to analyze, evaluate and mitigate credit risk per internal policies.

Skills

Book Of Business
Client Relationship Building
Credit Processes
Credit Products
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Treasury Management Advisor for the Arizona Market to lead relationship management with a book of business, drive revenue growth and expand client engagement with the full range of PNC's products. Role emphasizes credit and non-credit products, risk management and cross-sell opportunities.

Ideal candidates will have 3+ years of relevant experience, a Bachelor's degree, and a client-centric approach with strong financial analysis and decision-making skills.

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