Treasury Management Officer II - Insurance
Listed on 2026-07-08
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Sales
Insurance Sales, Financial Sales, Business Development, Client Relationship Manager
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 Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based in Pittsburgh PA or NYC or Philadelphia PA or Columbus OH or Cleveland OH or Charlotte NC or Chicago IL or Dallas TX.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision. Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
Handles the origination, financial analysis, negotiation and documentation of non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills- Book Of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Industry Knowledge
- Prospecting
- Sales Negotiating
- Selling
- Tech Savvy
- Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
- Specific certifications are often required.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Bachelors
CertificationsNo Required Certification(s)
LicensesNo Required License(s)
Pay TransparencyBase Salary: $91,000.00 - $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
BenefitsMedical/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. Paid time off includes: maternity and/or parental leave;
up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; 15 to 25 vacation days each year, depending on career level; and years of service.
If an accommodation is required to participate in the application process, please contact us via email: Please include 'accommodation request' in the subject line title and be sure to include your name, the job , 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 and say "Workday" for accommodation…
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