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Managing Director – Sr Relationship Manager – C&Ib – F
Company | PNC Financial Services |
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Location | Los Angeles, CA, USA |
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Salary | $130000 – $261560 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior, Expert or higher |
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Requirements
- Public Finance experience
- Formal Credit training
- University / college degree
- Higher level education such as a Masters degree, or PhD is desirable
- 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
Responsibilities
- Sets relationship strategies and directs relationship management activities with new and/or existing clients to grow sales, revenue and market share.
- Creates and drives strategy 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.
- Drives client engagement and loyalty.
- Generates ideas and best practices within Relationship Management and may mentor others.
- Manages effective network of senior internal and external relationships, such as community and 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.
- Demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.
Preferred Qualifications
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Prospecting
- Selling
- Tech Savvy