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Client Solution Advisor - Treasury Management Commercial Card Services
Job Description & How to Apply Below
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 Client Solution Advisor within PNC's Treasury Management Commercial Card Services organization, you will be based anywhere within PNC's West region.
Within PNC's Commercial Card Services department in Treasury Management, you will enjoy a high-level of customer contact with a dedicated portfolio of commercial card clients via email and phone filled with both routine and unexpected challenges in a remote environment. No two days will be alike, though there will be predictable rhythms to your weeks and months. Thoroughness is critical as clients count on you to maintain complete and accurate records, review their requests, provide documentation or technical support.
Your responsiveness and relationship skills will also be important, as you work with internal PNC service partners to ensure accurate and timely hand-offs. This remote position calls for the ability to solve complex and sometimes sensitive issues.
Primary contact with your dedicated portfolio of commercial card clients is through email and phone support.
The successful candidate will have the following qualifications:
* Client service and banking experience preferred (minimum 2+ years).
* Strong customer service skills (minimum 3+ years)
* Website navigational skills.
* Strong technology problem solving skills
* Excellent communication (oral and written), listening, problem solving, diagnostic, and organizational skills.
* Proficient with Microsoft Excel.
* The schedule for this position is Monday - Friday from 8:00 am - 5:00 pm (Pacific Time).
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
* Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
* Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
* Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
* Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
* Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.
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
Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented
Competencies
Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking,…
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