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PNC · 3 weeks ago

Client Solution Advisor

Irvine - Main St (CA262)

Full-time

Onsite

Entry, Mid Level

$45K/yr - $97K/yr

2+ years exp

PNC is a leading financial services institution, and they are seeking a Client Solution Advisor to support their Corporate Banking organization. The role involves maintaining effective relationships with clients and service partners, assisting with loan fulfillment, compliance reporting, and project management.

BankingFinanceFinancial Services

No H1B

Responsibilities

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

Qualification

Client Relationship BuildingAnalytical SkillsCritical ThinkingLending Systems KnowledgeCustomer Experience (CX)Managing Multiple PrioritiesProblem ManagementEffective CommunicationFlexibilityAdaptability

Required

Strong and effective verbal & written communication skills

Critical thinking skills

Analytical and problem-solving skills to reach resolution

Ability to multitask and adapt to change quickly

Experience collaborating and building relationships with partners across the Enterprise

Knowledge of key lending systems and applications (i.e. CapitalSteam, CLASS, ACBS, CUI, LINKS, Tableau)

Familiarity collecting financial statements, covenant monitoring and managing loan documentation

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

Bachelors