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Business Banking Treasury Management Advisor – Relationship Manager I at PNC | JobVerse
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Business Banking Treasury Management Advisor – Relationship Manager I
PNC
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Business Banking Treasury Management Advisor – Relationship Manager I
Walnut Creek, California, United States of America
Full Time
1 day ago
$82,500 - $150,000 USD
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Key skills
Decision Making
Negotiation
Sales
About this role
Role Overview
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share.
Works with clients with basic levels of risk and complexity of needs.
Acquires and/or expands and retains client relationships to generate revenue.
Handles the origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
Manages risk/return and drives quality for new and/or existing clients.
Identifies and mitigates different types of risk, such as regulatory, reputational, operational, and credit risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs.
Requirements
3+ years of relevant / direct industry experience
Knowledgeable of the values and practices that align customer needs and satisfaction
Assessing and effectively managing all of the risks associated with business objectives and activities
Book Of Business
Client Relationship Building
Credit Processes
Credit Products
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities
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
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