Treasury Management Officer II – Insurance

PNC

Treasury Management Officer II focused on relationship management and client engagement for PNC. Driving sales, revenue, and market share through strategic client opportunities.

Posted 6/3/2026full-timePittsburgh • New York, Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $91,000 - $202,800 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSales NegotiatingIdentifying Sales OpportunitiesClient Relationship ManagementCustomer EngagementDecision MakingRisk ManagementSalesDocumentationNegotiation

Soft Skills

Business AcumenEffective CommunicationsCritical ThinkingClient Relationship BuildingCustomer Experience ManagementTech SavvyProspectingStrategic DialogueRelationship ManagementEngagement

Tools & Technologies

Sales ToolsReporting Tools

Industry Keywords

Book Of BusinessClient RelationshipsRevenue GenerationMarket ShareRisk TypesRegulatory RiskReputational RiskOperational RiskClient ExperienceFinancial Well-being

About the role

Key responsibilities & impact

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.
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 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, and operational 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 through strategic dialogue and opportunity quantification.
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.
Ensures awareness of the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

Requirements

What you’ll need

5+ years of industry-relevant experience
Preferred Skills: Book Of Business, Client Relationship Building, 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, Industry Knowledge, Prospecting, Sales Negotiating, Selling, Tech Savvy
Roles at this level typically require a university/college degree, with specific certifications often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Benefits

Comp & perks

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