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Relationship Mgr I - C&IB

PNC · San Diego, CA, USA ·

Job type:
Full Time

Relationship Manager I - C&IB

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.