Client Solution Advisor - Treasury Management

PNC; Minnesota; Hybrid; USD 70,000 - 95,000; Full time

Job summary

PNC is seeking a Client Solution Advisor in Treasury Management, with remote work eligibility in select locations. The role focuses on reviewing and validating documentation for deposit and cash management accounts, preparing client materials, negotiating agreements, and coordinating with internal partners to resolve issues.

Occasional in-office participation may be required. Successful candidates will have prior documentation review experience and familiarity with CMAs or DACAs, and can thrive

Qualifications

• Prior documentation review experience.
• Ability to work in a fast-paced environment.
• Familiarity with Cash Management Accounts (CMAs) and/or Deposit Account Control Agreements (DACAs).

Responsibilities

• Review and validate documentation for deposit and cash management accounts.
• Assist with preparation of client materials and account updates.
• Review and negotiate agreements and respond to inquiries on account documentation.
• Collaborate with internal service partners to resolve documentation issues.
• Provide guidance and escalation support for implementation and production issues.
• Contribute to training materials and educate service partners and clients as needed.

Skills

Documentation review

Fast-paced environment

CMA / DACA familiarity

Education

Bachelor's degree

Job description

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 Client Solution Advisor within PNC's Treasury Management organization, you will be based remotely.

As a Client Solution Advisor within this Treasury Management team, your responsibilities will include reviewing and validating documentation relative to deposit and cash management accounts to ensure proper execution and compliance. Additionally, in this position you will assist with preparation of client materials and account updates, review and negotiate agreements, respond to inquiries relative to account documentation, and collaborate with internal service partners to resolve documentation issues.

Candidates should have the following experience/qualifications

• Prior documentation review experience
• Able to work in a fast-paced environment
• Have some familiarity with Cash Management Accounts (CMAs) and/or Deposit Account Control Agreements (DACAs)

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, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Process Management, Sales Support and Administration

Work Experience

Roles 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, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

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