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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.