- Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
- Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
- Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
- Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
- Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
- 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.
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Account Manager I - Troy, United States - PNC Financial Services Group, Inc.
Description
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.
We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As an Account Manager I within PNC's Treasury Management Commercial Sales organization, you will be based in Indianapolis IN or Cleveland OH or Chicago IL or Troy MI or Dayton OH or Cincinnati OH.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.Additional Job Responsibilities:
Support Treasury Management Sales Officers
This is not a customer service position - It is a sales support role
Data Analytics of internal systems
Pricing development of treasury services
Assist Treasury Management Officer with presentations to clients
No sales goals or portfolio assignment: Responsible to the sales success of the assigned region
Client facing role with presentations and reviews
Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO
Identifying opportunities and provide guidance on new services, sharing data on how peers are using services
Great organizational and speaking skills
Ability to lead meetings internally and externally effectively
Additional skills needed:
Self-starter/self-motivator, a team player having exceptional interpersonal skills, adaptable to a changing environment, positive/creative thinker, detail oriented and has good organizational skills, takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner.
Account Management - Knowledge of account management practices, tasks, and tools and ability to provide services and support to key clients.
Customer Relationship Management Applications - Knowledge of and ability to design, develop and implement a whole range of application tools or modules used in Customer Relationship Management (CRM).
Customer Support Policies, Standards and Procedures - Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Flexibility and Adaptability - Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Negotiating - Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationBachelors
Additional Job Description
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for 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.
Applicants may also call and select Option 4:
Recruiting 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.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.