Onsite Account Manager I – Treasury Management

Posted 4 days ago

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About the role

  • Account Manager I providing sales and administrative support within PNC's Treasury Management Sales organization. Collaborating with Treasury Management Officers to ensure client success and engagement.

Responsibilities

  • provide sales, administrative, and client-facing support to Regional Treasury Management Real Estate (TMRE) teams
  • support TMOs in managing client and prospect relationships through preparation of client-facing materials, reporting, and follow-up
  • assist with client and prospect meetings by preparing presentations, proposals, pro formas, and supporting documentation
  • participate in client calls and meetings as appropriate in a support capacity, reinforcing the TMO’s objectives and messaging
  • track action items and next steps following client engagements to support timely execution and responsiveness
  • provide day-to-day sales and administrative support to Regional TMRE teams with a focus on revenue enablement
  • support pipeline management through data entry, updates, and reporting in EDGE
  • prepare proposals, pitch decks, presentations, and annual Treasury Reviews for client and prospect discussions
  • produce recurring and ad hoc reports on pipeline, revenue, and calling activity to support sales execution
  • build and maintain Excel-based trackers, models, and reporting tools to ensure accuracy and visibility of performance
  • partner with internal Treasury Management teams including Product, Service, and Implementations to support active opportunities and client needs
  • coordinate deliverables, approvals, and timelines to ensure alignment across teams and client commitments are met
  • help identify and escalate issues internally so TMOs can remain focused on client engagement and revenue growth
  • develop insights, reporting, and materials that help TMOs identify opportunities to grow and expand client relationships
  • support sales leaders and TMOs with execution of revenue-focused initiatives
  • enable a consistent, high-quality client experience through timely and accurate delivery of materials, data, and follow-up

Requirements

  • university / college degree
  • 2+ years of relevant professional experience
  • strong organizational skills with a focus on accuracy, reporting, and follow-through
  • advanced proficiency in Microsoft Excel and PowerPoint, including creation of polished, client-ready presentations and reports
  • strong working knowledge of Microsoft Office Suite; CRM experience such as EDGE strongly preferred
  • comfort supporting client interactions and collaborating closely with sales officers.
  • strong written and verbal communication skills with the ability to interact professionally with internal partners and clients.
  • exposure to commercial real estate and treasury solutions is a plus, but not required; ability to learn and understand the industry is critical to success.

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

Account Manager I – Treasury Management

Job type

Experience level

JuniorMid level

Salary

$49,500 - $104,650 per year

Degree requirement

Bachelor's Degree

Location requirements

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