Treasury Management Officer III
Listed on 2026-07-15
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Sales
Financial Sales, Client Relationship Manager, Insurance Sales
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 III within PNC's Treasury Management Sales organization, you will be based in Chicago, IL.
Job Description- Sets relationship strategies and directs 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 advanced levels of risk and complexity of needs. Works independently and may mentor other team members.
- Creates and drives strategy 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. Drives client engagement and loyalty through strategic dialogue and opportunity quantification. Generates ideas and best practices within Treasury Management and may mentor others.
- Manages effective network of senior 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 complex treasury product knowledge, industry benchmarking, and solutions positioning.
- 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.
- Preferred Skills
:
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities. - Competencies
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Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting, Sales Negotiating, Selling, Tech Savvy. - Work Experience
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Roles at this level typically require a university/college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. - Education
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Bachelors. - Certifications
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No Required Certification(s). - Licenses
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No Required License(s).
Base Salary: $ – $. 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.
BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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…
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