Account Manager I – Treasury Management

Role Overview

• 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