Relationship Manager III –Partnership Development Shareholder Representative, Escrow

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 Relationship Manager III within PNC's Treasury Management organization, you will be based in Chicago IL or Minneapolis MN, or Milwaukee WI or Indianapolis IN or St.

Louis MO or Cleveland OH. This role will be covering the upper Midwest. 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.

PNC is a trusted provider of shareholder representation, escrow agent, and paying agent services, delivering high-touch execution and operational excellence to clients navigating complex events. Our roots are in M&A, where precision, trust, and speed are paramount. As part of a large financial institution, we combine the stability and resources of a major bank with leading technology and decades of subject‑matter experience.

• Lead partnership strategy and new business acquisition across our core product set including Shareholder Representative Services, Escrow Agent, and Paying Agent.
• Cultivate deep relationships with M&A advisors, law firms, deal parties, family offices, private equity, and/or venture capital firms.
• Contribute to the development of go‑to‑market strategies, product positioning, and market presence.
• Success in this role requires collaboration and alignment with the broader team. You will work closely with sales colleagues, as well as partners across product, legal, operations, and banking partners.

• Build & Maintain a Partner Ecosystem
• Development of a calling effort and strategic plan
• Educate & Influence
• Originate and Close new business
• Client Management & Reporting
• Contribute to the organization’s growth through referrals, new product/use case development

• 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 credit and 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, operational and credit 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. Generates ideas and best practices within Relationship 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. Focuses on bringing entire bank to the client by presenting 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 mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

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…