Relationship Mgr I - C&IB at PNC Financial in San Diego, CA

Relationship Mgr I - C&IB Location: CA - San Diego (92130) 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 Relationship Manager I - C&IB within PNC's Treasury Management organization, you will be based remotely. Qualifications: - Bachelor’s Degree, associate degree and or equivalent experience. - Strong interpersonal skills to work effectively with a variety of sales professionals and sophisticated external clients. - Strong organizational and administrative skills. - Detail oriented and deadline driven. - Ability to use Microsoft Office: Word, Excel, redline documents - Knowledge of mergers and acquisitions is a plus. - Ability to work in a fast-paced sales team environment. Job responsibilities: • Review and communicate information on a M&A transaction and understand client needs • Client facing relationship manager position. The ability to correspond directly with counsel and company contacts, and ability to navigate setup for legal documents that need to be completed by company equity holders • Ability to learn an online portal at PNC and understand capabilities and limitations to successfully navigate a closing for clients • Ability to work outside of normal hours • Critical thinking is a must. Deals often change and additional legal documents to be distributed and analysis needed for setup. Will have to clearly communicate setup to counsel for a successful transaction • Engage in legal agreements • Fast paced work environment • Run client demos • Test a deal setup of legal documents that are to be distributed with internal teams • Ability to work well with both internal teams and external teams • Organize engagements and track what is pending and completed in conjunction with your closing date • Identifies more complex problems and provides advice and resolution in support of line of business initiatives • Partners with other departments or other functional areas in support of line of business initiatives • Independently provides data collection, research and reporting for assigned line of business initiatives • KYC onboarding and client coordination • Ability to work with sophisticated M&A external counsel and manage client expectations • Interpret client spreadsheets to direct teams on deal and payment setup in the online portal • Invoice Generation prior to deal closing. Encompasses a comprehensive document assignment review • Facilitating post-closing payment event process This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Responsible for 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. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Responsible for 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 (eg regulatory, reputational, operational, credit, etc) Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well being. Focuses on increasing client engagement and loyalty. Builds an effective network of internal and external relationships (eg community, industry, etc) 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. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. 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 Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Competencies Business Acumen, Client Relationship Management, Credit Analysis and Verification, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Portfolio Management - 1, Prospecting., Sales Negotiating, Selling., Tech Savvy Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $55,000.00 – $172,250.00 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 05/11/2026, 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 off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Equal Employment Opportunity (EEO) This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Additional Locations: Home Location-MN (MNH01), ZZ - Remote Location