Treasury Management Officer I

PNC; Lexington (KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Pension and stock purchase plans

Paid vacation and holiday pay

Job summary

PNC is seeking a Treasury Management Officer I to join their Treasury Management Sales organization, based in Lexington or Louisville, KY. This role involves managing client relationships to drive sales, revenue growth, and market share.

The ideal candidate will have over 3 years of experience and strong financial analysis skills. PNC offers a robust benefits package, ensuring a supportive work environment that values their employees.

Qualifications

• 3+ years of relevant direct industry experience.
• Strong knowledge in financial analysis and sales.
• Ability to negotiate and document non‑credit products.

Responsibilities

• Manage client relationships to grow sales and revenue.
• Acquire and retain client relationships with financial analysis.
• Identify and mitigate various types of risk.

Skills

Client relationship building

Financial analysis

Risk management

Sales opportunity identification

Communication skills

Education

Bachelor's degree or equivalent

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We deliver the best experience for our customers and foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Treasury Management Officer I within the Treasury Management Sales organization, you will be based in either Lexington KY or Louisville KY.

Job Description

• Handles 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. Works with clients with basic levels of risk and complexity of needs and generally works with a higher degree of supervision.
• With direction, acquires, expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation, and documentation of non‑credit products and services.
• Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates various types of risk, such as regulatory, reputational, and operational risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and financial well‑being. Increases client engagement and loyalty through strategic dialogue and opportunity quantification.
• Builds an effective network of internal and external relationships, such as community and industry relationships, to acquire new clients and expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC’s products and services. Leverages reporting and sales tools to proactively identify and convert sales opportunities. Demonstrates ability to analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning.

Qualifications

• 3+ years of relevant direct industry experience and a bachelor’s degree (or equivalent combination of education, experience, and certifications). • Strong knowledge of client relationship building, customer engagement, financial analysis, and sales opportunity identification. • Ability to manage risk, sustain quality, and negotiate and document non‑credit products. • Excellent communication, customer‑centric mindset, and industry knowledge.

Benefits

PNC offers a comprehensive range of benefits, including medical, dental, vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care, summer and parental leave, vacation and holiday pay, and wellness programs.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of FDIA, SAFE Act, and FINRA.