Account Manager responsible for client relationships at DigiStream Investigations in Sacramento. Presenting investigative and intelligence solutions to clients to support fraud mitigation efforts.
About the role
- Relationship Manager handling business banking clients at PNC Bank. Focusing on client relationship management and expanding business opportunities with financial products.
Responsibilities
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share
- Works with clients with basic levels of risk and complexity of needs
- Acquires and/or expands and retains 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
- 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
- Builds an effective network of internal and external relationships to actively acquire new clients and/or expand existing clients
- Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
- Analyzes, evaluates and mitigates credit risk by utilizing knowledge of credit fundamentals and internal credit policies
Requirements
- 3+ years of relevant / direct industry experience
- Book Of Business
- Client Relationship Building
- Credit
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Prospecting
- Selling
- Tech Savvy
- Must possess appropriate knowledge, skills, and abilities for the role.
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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