Treasury Management Sales & Relationship Lead II

Fairygodboss

Berwyn (PA)

On-site

USD 90,000 - 150,000

Full time

2 days ago
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Benefits offered by this job

Medical coverage
Dental & Vision
Life insurance
Disability protection
401(k) with match
Pension & stock plans
Educational assistance
Wellness program
Paid time off

Job summary

PNC is seeking a Treasury Management Officer II to join its Treasury Management Sales team. Based in Philadelphia, Berwyn, or Horsham, PA, the role focuses on growing client relationships and revenue, while managing risk and delivering insights to clients.

You will partner with clients to understand financial needs, position treasury solutions, and drive cross-sell across PNC’s product suite in a dynamic, in-office environment.

Qualifications

  • University degree and 5+ years of industry experience.
  • Certifications and licenses as required by the role.
  • Ability to analyze client needs and financial outcomes.

Responsibilities

  • Coordinates relationship management with clients to grow revenue and market share.
  • Acquire, expand, and retain client relationships to generate revenue.
  • Manage risk/return and ensure quality for new and existing clients.
  • Identify client opportunities and provide strategic insights.
  • Leverage internal/external networks to acquire or expand clients.

Skills

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

Education

Bachelor's degree

Job description

PNC is seeking a Treasury Management Officer II to join its Treasury Management Sales team. Based in Philadelphia, Berwyn, or Horsham, PA, the role focuses on growing client relationships and revenue, while managing risk and delivering insights to clients.

You will partner with clients to understand financial needs, position treasury solutions, and drive cross-sell across PNC’s product suite in a dynamic, in-office environment.

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