Search jobs > Orlando, FL > Relationship advisor

Business Banking Treasury Management Advisor - Relationship Manager I

PNC Bank NA
Downtown Orlando Orange Avenue
Full-time
Part-time

Description

Handles 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 basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

With direction, 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. 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.

Focuses on increasing client engagement and loyalty.

Builds an 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.

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 by utilizing knowledge of 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 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

Preferred Skills

Book Of Business, Client Relations, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

Competencies

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : 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.In addition, PNC generally provides the following paid time off, depending on your eligibility* : maternity and / or parental leave;

up to 11 paid holidays each year; 8 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit >

New to PNC.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance.

All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

California Residents

Refer to the to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

30+ days ago
Related jobs
PNC Bank NA
Orlando, Florida

Business Acumen, Client Relationship Management, Customer Experience Management. Handles 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. Builds an effective network of internal and external r...

Promoted
Fifth Third Bank
Orlando, Florida

Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to ...

FIS
Virtual from Any State, FL , United States of America

As part of the Quantum Treasury Management Professional Services team, you will work with clients to modernize their treasury providing greater visibility over cash flows, balances, and exposures. Knowledge of Quantum Treasury Management Solution or similar Treasury Solution Implementation. May ment...

JPMorgan Chase & Co.
Orlando, Florida

As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients. Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships....

Fifth Third Bank
Orlando, Florida

Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to ...

Charles Schwab
Orlando, Florida

Bank Operations Support Services (BOSS) team, you will be required to act as a liaison between our business partners, bank technology, cashiering technology, and the Bank Operations platform team to ensure that business requirements for new products and enhancements are well-documented and transform...

Blackbaud
Remote, Florida, US
Remote

Provide oversight to Program teams comprised of Project Managers, Business Analysts, Scrum Team(s), Data Migration personnel, Change Management personnel, etc. Provide direct advice to business leaders to influence their POV on how technology in their functional area will evolve, driving change in t...

JPMorgan Chase Bank, N.A.
Orlando, Florida

Job Responsibilities * Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 mi...

JPMorgan Chase & Co.
Orlando, Florida

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospe...

City National Bank of Florida
Orlando, Florida

Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Acts as the primary advisor for a portfolio of Corporate Banking clients. Assesses the risks and impact from both th...