Treasury Management Officer II - FinTech
Listed on 2026-08-07
-
Sales
Financial Sales, Client Relationship Management, Insurance Sales, Business Development
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.
LocationBased in Denver CO, Phoenix AZ, Seattle WA, Portland OR, Dallas TX, Pittsburgh PA, Chicago IL, Atlanta GA, or Charlotte NC.
Job DescriptionCoordinates 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.
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.
- 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.
Education & CertificationsEducation:
Bachelor’s degree
Certifications:
No Required Certification(s)
Licenses:
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.
Benefits- Medical/prescription drug coverage (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
- Robust wellness program with financial incentives
- Paid time off: 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); years of service
Contact us via email at with "accommodation request" in the subject line and include name, job , preferred method of contact. Applicants may also call and say "Workday" for accommodation assistance. All information will be kept confidential and used only to the extent required to provide reasonable accommodations.
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. This position is subject to the…
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