Account Manager I - Treasury Management (San Diego)
PNC Financial Services Group
San Diego, CA
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. Job Profile
The Account Manager I – Treasury Management provides sales, administrative, and client-facing support to Regional Treasury Management Real Estate (TMRE) teams. This role partners closely with Treasury Management Officers (TMOs) to support their client and prospect relationships by actively preparing for client engagements, developing and presenting client-ready materials, participating in meetings and calls as appropriate, and managing follow-up to ensure commitments are met. The Account Manager serves as an extension of the TMO in client interactions, helping deliver consistent, professional client experience while allowing TMOs to remain focused on relationship management and revenue generation. Strong proficiency in Microsoft Excel, PowerPoint, and related tools is essential, as this role is responsible for creating presentations, reports, and tracking tools used directly in client discussions and sales execution. While prior commercial real estate experience is helpful, it is not required. The ability to quickly learn and understand the CRE industry and treasury solutions is critical to success. Responsibilities
Client & Sales Support
• Support TMOs in managing client and prospect relationships through preparation of client-facing materials, reporting, and follow-up.
• Assist with client and prospect meetings by preparing presentations, proposals, pro formas, and supporting documentation.
• Participate in client calls and meetings as appropriate in a support capacity, reinforcing the TMO’s objectives and messaging.
• Track action items and next steps following client engagements to support timely execution and responsiveness. Sales & Administrative Support
• Provide day-to-day sales and administrative support to Regional TMRE teams with a focus on revenue enablement.
• Support pipeline management through data entry, updates, and reporting in EDGE.
• Prepare proposals, pitch decks, presentations, and annual Treasury Reviews for client and prospect discussions.
• Produce recurring and ad hoc reports on pipeline, revenue, and calling activity to support sales execution.
• Build and maintain Excel-based trackers, models, and reporting tools to ensure accuracy and visibility of performance. Internal Coordination
• Partner with internal Treasury Management teams including Product, Service, and Implementations to support active opportunities and client needs.
• Coordinate deliverables, approvals, and timelines to ensure alignment across teams and client commitments are met.
• Help identify and escalate issues internally so TMOs can remain focused on client engagement and revenue growth. Revenue Enablement
• Develop insights, reporting, and materials that help TMOs identify opportunities to grow and expand client relationships.
• Support sales leaders and TMOs with execution of revenue-focused initiatives.
• Enable a consistent, high-quality client experience through timely and accurate delivery of materials, data, and follow-up.
Preferred Qualifications
• Strong organizational skills with a focus on accuracy, reporting, and follow-through.
• Advanced proficiency in Microsoft Excel and PowerPoint, including creation of polished, client-ready presentations and reports.
• Strong working knowledge of Microsoft Office Suite; CRM experience such as EDGE strongly preferred.
• Comfort supporting client interactions and collaborating closely with sales officers.
• Strong written and verbal communication skills with the ability to interact professionally with internal partners and clients.
• Exposure to commercial real estate and treasury solutions is a plus, but not required; ability to learn and understand the industry is critical to success. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Irvine CA or Los Angeles CA or San Diego CA or Denver CO or Phoenix AZ. Additional Details:The Account Manager I – Treasury Management provides sales, administrative, and client-facing support to Regional Treasury Management Real Estate (TMRE) teams. This role partners closely with Treasury Management Officers (TMOs) to support their client and prospect relationships by actively preparing for client engagements, developing and presenting client-ready materials, participating in meetings and calls as appropriate, and managing follow-up to ensure commitments are met. The Account Manager serves as an extension of the TMO in client interactions, helping deliver consistent, professional client experience while allowing TMOs to remain focused on relationship management and revenue generation. Strong proficiency in Microsoft Excel, PowerPoint, and related tools is essential, as this role is responsible for creating presentations, reports, and tracking tools used directly in client discussions and sales execution. While prior commercial real estate experience is helpful, it is not required. The ability to quickly learn and understand the CRE industry and treasury solutions is critical to success. Responsibilities
Client & Sales Support
• Support TMOs in managing client and prospect relationships through preparation of client-facing materials, reporting, and follow-up.
• Assist with client and prospect meetings by preparing presentations, proposals, pro formas, and supporting documentation.
• Participate in client calls and meetings as appropriate in a support capacity, reinforcing the TMO’s objectives and messaging.
• Track action items and next steps following client engagements to support timely execution and responsiveness. Sales & Administrative Support
• Provide day-to-day sales and administrative support to Regional TMRE teams with a focus on revenue enablement.
• Support pipeline management through data entry, updates, and reporting in EDGE.
• Prepare proposals, pitch decks, presentations, and annual Treasury Reviews for client and prospect discussions.
• Produce recurring and ad hoc reports on pipeline, revenue, and calling activity to support sales execution.
• Build and maintain Excel-based trackers, models, and reporting tools to ensure accuracy and visibility of performance. Internal Coordination
• Partner with internal Treasury Management teams including Product, Service, and Implementations to support active opportunities and client needs.
• Coordinate deliverables, approvals, and timelines to ensure alignment across teams and client commitments are met.
• Help identify and escalate issues internally so TMOs can remain focused on client engagement and revenue growth. Revenue Enablement
• Develop insights, reporting, and materials that help TMOs identify opportunities to grow and expand client relationships.
• Support sales leaders and TMOs with execution of revenue-focused initiatives.
• Enable a consistent, high-quality client experience through timely and accurate delivery of materials, data, and follow-up.
Preferred Qualifications
• Strong organizational skills with a focus on accuracy, reporting, and follow-through.
• Advanced proficiency in Microsoft Excel and PowerPoint, including creation of polished, client-ready presentations and reports.
• Strong working knowledge of Microsoft Office Suite; CRM experience such as EDGE strongly preferred.
• Comfort supporting client interactions and collaborating closely with sales officers.
• Strong written and verbal communication skills with the ability to interact professionally with internal partners and clients.
• Exposure to commercial real estate and treasury solutions is a plus, but not required; ability to learn and understand the industry is critical to success. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
- Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
- Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
- Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
- Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - 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.
- Managing Risk - 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.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales OperationsCompetencies
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management ProcessWork Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
BachelorsCertifications
No Required Certification(s)Licenses
No Required License(s)Pay Transparency
Base Salary: $49,500.00 – $104,650.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 02/17/2026, although it may be longer with business discretion.Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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. In addition, PNC generally provides the following paid time o
Posted 2026-02-18
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