provide sales, administrative, and client-facing support to Regional Treasury Management Real Estate (TMRE) teams
support TMOs in managing client and prospect relationships through preparation of client-facing materials, reporting, and follow-up
assist with client and prospect meetings by preparing presentations, proposals, pro formas, and supporting documentation
participate in client calls and meetings as appropriate in a support capacity, reinforcing the TMO’s objectives and messaging
track action items and next steps following client engagements to support timely execution and responsiveness
provide day-to-day sales and administrative support to Regional TMRE teams with a focus on revenue enablement
support pipeline management through data entry, updates, and reporting in EDGE
prepare proposals, pitch decks, presentations, and annual Treasury Reviews for client and prospect discussions
produce recurring and ad hoc reports on pipeline, revenue, and calling activity to support sales execution
build and maintain Excel-based trackers, models, and reporting tools to ensure accuracy and visibility of performance
partner with internal Treasury Management teams including Product, Service, and Implementations to support active opportunities and client needs
coordinate deliverables, approvals, and timelines to ensure alignment across teams and client commitments are met
help identify and escalate issues internally so TMOs can remain focused on client engagement and revenue growth
develop insights, reporting, and materials that help TMOs identify opportunities to grow and expand client relationships
support sales leaders and TMOs with execution of revenue-focused initiatives
enable a consistent, high-quality client experience through timely and accurate delivery of materials, data, and follow-up
Requirements
university / college degree
2+ years of relevant professional experience
strong organizational skills with a focus on accuracy, reporting, and follow-through
advanced proficiency in Microsoft Excel and PowerPoint, including creation of polished, client-ready presentations and reports
strong working knowledge of Microsoft Office Suite; CRM experience such as EDGE strongly preferred
comfort supporting client interactions and collaborating closely with sales officers.
strong written and verbal communication skills with the ability to interact professionally with internal partners and clients.
exposure to commercial real estate and treasury solutions is a plus, but not required; ability to learn and understand the industry is critical to success.
Benefits
medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service