PNC · 1 month ago
Client Solution Advisor
Walnut Creek - N. California (CA311)
Full-time
Onsite
Entry, Mid Level
$45K/yr - $97K/yr
2+ years expPNC Bank is a leading financial institution committed to providing the best experience for its customers. As a Client Solution Advisor, you will support Underwriters and clients by maintaining effective relationships and assisting with loan fulfillment, compliance reporting, and data integrity.
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
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
Preferred
Business Decisions
Client Counseling
Client Relationship Building
Competitive Advantages
Customer Experience (CX)
Personal Initiative
Relationship Management
Results-Oriented
Benefits
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
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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