Client Solution Advisor

Company: PNC Bank
Location: Kalamazoo
Posted on: May 4, 2021

Job Description:

Job Profile

Position OverviewAt 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. As a Client Solution Advisor within PNC's Treasury Management Client Care organization, you will be based in Kalamazoo MI or Chicago IL or Indianapolis IN.

This Sales Associate position will be servicing our Large Corporate/Middle Market clients in the Midwest Market. In working with their Treasury Management Officers, the Sales Associate is responsible for ensuring customer satisfaction and that client requirements/concerns are addressed, including:
Coordinating the collection of the contractual documents required for account opening(s) and Treasury Management product implementation(s)
Ensuring the timely and accurate submission of documents and information
Managing the implementation process
Serving as the client s single point of contact for the escalation of service issues
Assisting with the coordination of the KYC and ACH exposure process
Managing the client authentication process for all Treasury Management requests.
The Sales Associate must have an understanding of Treasury Management services and products.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.CompetenciesCustomer Relationship Management Applications Knowledge of and ability to design, develop and implement a whole range of application tools or modules used in Customer Relationship Management (CRM).Customer Support Policies, Standards and Procedures Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.Decision Making and Critical Thinking Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Flexibility and Adaptability Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.Problem Management Process Knowledge of and ability to bring a reported problem to successful resolution.Process Management Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes.Sales Support and Administration Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.EducationBachelorsAdditional Job DescriptionBenefitsPNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit .Disability Accommodations Statement:The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-###-#### and select Option 4: Recruiting or contact us via email at ...@pnc.com. The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.Equal Employment Opportunity (EEO):PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.California Residents Refer to the to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Keywords: PNC Bank, Kalamazoo , Client Solution Advisor, Other , Kalamazoo, Michigan