Customer Success Account Manager engaging critical disclosers in North America to maximize their engagement with CDP’s environmental disclosure systems.
About the role
- Business Banking Virtual Relationship Manager at PNC responsible for managing existing clients. Utilizing virtual communication to grow sales across multiple markets.
Responsibilities
- The Business Banking Virtual Relationship Manager is a regionally located, centrally focused sales position working within multiple markets.
- This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage existing clients.
- This role is responsible for growing share of wallet with existing clients.
- Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services.
- Provides ideas and insights based on understanding of the client’s needs and their financial well-being while focusing on increasing client engagement and loyalty.
- Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients.
- Coordinates the implementation and documentation of non-credit products and services.
- Leverages knowledge of the industry and market to prioritize efforts.
- Manages the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
- Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
- Collaborates with Virtual RM team to share best practices and opportunities.
- Leverages Small Business sales development partners to engage in effective client outreach.
- Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
- Effectively manages risk/return in accordance with PNC's risk profile and drives quality for existing clients.
- Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
Requirements
- Book Of Business
- Client Outreach
- Cold Calling
- Content Development
- Credit Products
- Credit Training
- Customer Engagement
- Customer Loyalty
- Customer Solutions
- Identifying Sales Opportunities
- Sales
- Small Businesses
- Business Acumen
- Client Relationship Management
- Customer Experience Management.
- Decision Making and Critical Thinking
- Effective Communications
- Managing Multiple Priorities
- Selling.
- Tech Savvy
- 3+ years of relevant / direct industry experience
- Roles at this level typically require a university / college degree
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Benefits
- 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 reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
Job title
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