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Managing Director – Sr Relationship Manager – C&Ib – F

June 26, 2025June 26, 2025

Managing Director – Sr Relationship Manager – C&Ib – F

CompanyPNC Financial Services
LocationLos Angeles, CA, USA
Salary$130000 – $261560
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

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


TaggedBachelor'sExpert or higherFinance & Operations & StrategyPNC Financial ServicesSales & Account ManagementSeniorStrategic Account Management

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