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Relationship Manager II - C&IB (F)

PNC Bank NA
San Francisco , CA
$71.5K-$171.9K a year
Full-time
Part-time

Description

Coordinates 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 moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.

Works within stated guidelines 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.

Focuses on increasing client engagement and loyalty.

Manages 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 for more 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 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

Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

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 5+ years of industry-relevant experience. Specific certifications are often required.

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

Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional / with manager approval) within 180 days of employment, Asset Backed Finance SIE, 7, 79 and 63 within 180 days of employment.

Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.

Pay Transparency

Base Salary : $71,500.00 $171,860.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

This role is incentive eligible with the payment based upon company, business and / or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 07 / 02 / 2024, although it may be longer with business discretion.

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
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