Treasury Management Client Associate - Houston

PNC Financial Services Group

Houston (TX)

On-site

USD 65,000 - 95,000

Full time

4 days ago

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Benefits offered by this job

Medical coverage

Dental coverage

401(k) match

Paid time off

Job summary

PNC Financial Services Group in Houston, TX, is seeking an Account Manager I within Treasury Management Sales. You will support long-term client relationships, assist with pricing and service scope, and collaborate on client presentations to deepen relationships.

In-office role based in Houston, with responsibilities covering data analytics, sales support, and thought leadership development to identify industry trends and growth opportunities.

Qualifications

University degree or equivalent experience.
Experience in client relationships and sales support.
Knowledge of Treasury Management products is a plus.

Responsibilities

Under direct supervision, supports assigned long-term client relationships and serves as liaison between clients and servicing units.
Participates in pricing and discussions for scope of service provided to clients.
Assists Treasury Management Officers with client presentations and reviews.
Provides sales/service support to select clients in the absence of the Treasury Management Officer.
Analyzes client requirements and forecasts key account metrics to identify customization needs.

Skills

Account Management

Client Counseling

Go‑to‑Market Strategies

Negotiation

Relationship Building

Sales Operations

Influencing Skills

Competitive Advantages

Education

Bachelor's degree

Tools

CRM software

Job description

In-office role based in Houston, with responsibilities covering data analytics, sales support, and thought leadership development to identify industry trends and growth opportunities.

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