Treasury Management Sales Lead

Fairygodboss; Walnut Creek (CA); On-site; USD 134,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC is seeking a Treasury Management Officer III to lead relationship management and strategic sales within the Treasury Management Sales organization. The role is based in San Francisco, San Jose, or Walnut Creek, CA, and requires managing complex client needs and cross-functional collaboration.

Candidates should have extensive experience in financial analysis, risk management, and client engagement. This in-office position offers a comprehensive benefits package and incentive eligibility based

Qualifications

• University degree required; higher level education such as a Masters or certifications is desirable.
• Industry relevant experience typically 8+ years with certifications often required.

Responsibilities

• Sets relationship strategies and directs relationship management activities to grow sales and revenue.
• Creates strategies to acquire/expand/retain client relationships and handles non-credit products.
• Manages risk/return and mitigates regulatory, reputational, and operational risks.
• Focuses on client opportunities with strategic dialogue and treasury insights.
• Manages internal and external relationships to acquire or expand clients and cross-sell.
• Demonstrates ability to analyze complex treasury product knowledge and positioning.

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 to lead relationship management and strategic sales within the Treasury Management Sales organization. The role is based in San Francisco, San Jose, or Walnut Creek, CA, and requires managing complex client needs and cross-functional collaboration.

Candidates should have extensive experience in financial analysis, risk management, and client engagement. This in-office position offers a comprehensive benefits package and incentive eligibility based