Relationship Manager III – C&Ib
| Company | PNC Financial Services |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- Formal credit training
- Experience with middle market clients (revenue 50mm +)
- 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.
- 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.
Responsibilities
- Sets relationship strategies and directs 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.
- 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 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.
- 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
- Book Of Business
- Client Relationship Building
- Credit
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities