Treasury Management Officer II – Insurance Coverage

PNC

. Coordinate relationship management activities with new and/or existing clients to grow sales, revenue, and market share .

Posted 9/29/2026full-timeUnited StatesMid-LevelSenior💰 $91,000 - $185,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial analysis, and risk mitigation while effectively leveraging sales tools to enhance client engagement and drive revenue growth. Possesses strong business acumen and decision-making skills within the P&C and Life Insurance Carrier industries.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisSales NegotiatingRisk MitigationCustomer Experience Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSales NegotiatingClient Relationship BuildingIdentifying Sales OpportunitiesDecision Making

Soft Skills

Effective CommunicationCritical ThinkingBusiness AcumenProspectingCustomer Engagement

Tools & Technologies

Sales ToolsReporting Tools

Industry Keywords

P&C InsuranceLife InsuranceTreasury ManagementRegulatory RiskOperational Risk

About the role

Key responsibilities & impact

Coordinate relationship management activities with new and/or existing clients to grow sales, revenue, and market share
Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet
Originate, financially analyze, negotiate, and document non-credit products and services
Manage risk/return and drive quality for new and/or existing clients
Identify and mitigate regulatory, reputational, and operational risks
Provide ideas and insights based on client needs and financial well-being
Increase client engagement and loyalty through strategic dialogue and opportunity quantification
Manage internal and external relationships, including community and industry relationships
Acquire new clients and expand existing clients while enhancing the client experience
Leverage reporting and sales tools to identify and convert sales opportunities
Analyze, evaluate, and inform on treasury product knowledge, industry benchmarking, and solution positioning
Cover P&C and Life Insurance Carriers within PNC's Treasury Management Sales organization

Requirements

What you’ll need

University / college degree typically required; Bachelor's education stated
5+ years of industry-relevant experience typically required
Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
Knowledge of P&C and Life Insurance Carrier industries preferred
Knowledge of book of business, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities
Competencies in business acumen, client relationship management, customer experience management, decision making and critical thinking, effective communications, prospecting, sales negotiating, selling, and tech savvy
No required certifications
No required licenses
No required or preferred language assessments
Must not require employment visa sponsorship; PNC will not participate in STEM OPT
Subject to FDIA Section 19 requirements and, for registered roles, SAFE Act and/or FINRA requirements

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
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level
Incentive-eligible compensation based upon company, business and/or individual performance