Account Manager II – Treasury Management Government/Higher Education/Non Profit

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC’s [name of division] organization, you will be based in [city/state location of position].

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Account Manager II within PNC’s Treasury Management Public Finance organization, you will be based in Dallas TX or Los Angeles CA or Denver CO or Phoenix AZ or Chicago IL or Houston TX. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.

Additional Job Responsibilities:
 Support Treasury Management Sales Officers
 This is not a customer service position – it is proactive to develop new business and cross-selling opportunities
 Data Analytics of internal systems
 Pricing development of treasury services
 Work with team on proposal responses to formal RFPs
 Assist as an ancillary Treasury Management Officer with the Implementation of services and presentations to clients
 No Sales Goal or Portfolio
 Client facing role with presentations and reviews:
 Face to face calls with the TMO (virtual or in person) and will be asked to take the initiative to lead specific client calls in the absence of the TMO
 Identifying opportunities and provide guidance on new services, sharing data on how peers are using services
 Great organizational and speaking skills
 Ability to lead meetings internally and externally effectively
 Prior Governmental entity or Higher Education experience within their administration or treasury/business functions
 Understand nationwide regional regulations and political climate

Additional skills needed:
Self-starter/self-motivator, a team player having exceptional interpersonal skills, adaptable to a changing environment, positive/creative thinker, detail oriented and has good organizational skills, takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner.

Job Description

• Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
• Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
• Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
• Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement.
• Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Competencies

Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Customer Relationship Management Applications – Knowledge of and ability to design, develop and implement a whole range of application tools or modules used in Customer Relationship Management (CRM).

Customer Support Policies, Standards and Procedures – Knowledge of the organization’s customer support policies, standards and procedures and ability to guide customers on all company interactions.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Negotiating – Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Problem Management Process – Knowledge of and ability to bring a reported problem to successful resolution.

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors (Required)

Additional Job Description

Base Salary: $60,500 – $119,600

Salaries may vary within the range based on geographic location, market data and on individual skills, experience, and education.

Incentive: Role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window: Generally, this opening is expected to be posted for 48 business hours from 02/23/2024, although longer with business discretion.

Benefits

Disability Accommodations Statement:

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO):

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

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