Product Advisor III
Listed on 2026-09-12
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Business
Business Development
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 Product Advisor III within PNC's Treasury Management organization, you will be based in Cincinnati, OH, Cleveland, OH, Pittsburgh, PA, Philadelphia, PA, Houston, TX, Dallas, TX, Denver, CO, Chicago, IL, Charlotte, NC, or Raleigh, NC.
In this role, you will act as a strategic advisor, assisting clients on their digital transformation journeys by leveraging your expertise in order-to-cash, procure-to-pay, and working capital optimization. Collaborate with sales teams and clients to design efficient solutions to drive their business performance by automating processes and integrating our treasury management platform seamlessly into their operations. You will also represent the voice of the customer to internal product teams and may represent our business externally in the financial industry and/or associations.
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.
Consults with the client/prospect to assess business needs and identify product/service recommendations that provide transformation across their operating cycle. Designs efficient solutions to drive client business performance by automatic processes and integrating our platforms seamlessly into their operations from concept to design to implementation. Advises Sales team in the development of significant/complex sales opportunities, including tools, resources, proposals, presentations and the closing of the opportunities.
Serves as team leader for product advisors, as needed. Works with the Sales team in the qualification and prioritization of pipeline and sales opportunities targeting large and complex opportunities. Completes diagnosis of client's current business situation and related requirements through data gathering, which includes interviews, research, tools development and modeling. Uses deep knowledge of PNC capabilities and interface to consult with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions that are compatible with client systems and technology environments.
Serves as liaison with the Client Implementation team. Engages with internal teams including Product Client Support and Go-to-Market teams to provide the customer perspective in the design, development and management of new or existing product/solution enhancements. Serves as a subject matter expert and advocate for PNC products, both internally and externally.
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- Competitive Strategies
- Competitor Analysis
- Go-to-Market Strategies
- New Product Development
- Process Design
- Product Lifecycle Management (PLM)
- Product Strategies
- Sales Enablement
- Storyboards
- User Research
- Decision Making and Critical Thinking
- Effective Communications
- Financial Services Industry
- Influencing
- Knowledge Of Product Line
- Sales Closing and Agreements
- Sales Proposals and…
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