PNC · 11 hours ago

Client Solution Advisor - PNC Fortis Advisors

CA - San Diego (92130)

Full-time

Remote

Entry, Mid Level

$45K/yr - $97K/yr

2+ years exp

Maximize your interview chances

BankingFinance

Insider Connection @PNC

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Microsoft ExcelCustomer Relationship ManagementAccounts PayableAccounts ReceivableBillingProblem Management Process

Required

Must be self-motivated, detail-oriented, proactive and have a strong service mentality

Must have effective and professional communication skills, both written (via email) and verbal (via phone)

Must be able to prioritize tasks and have strong time management skills

Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused

Advanced knowledge of and experience with Microsoft Excel required

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

Previous experience in an accounting/financial role dealing with high attention to detail financial details is preferred; specific experience in accounts payable, accounts receivable, or billing as an added benefit

CRM / Database experience is preferred; NetSuite experience would be an added benefit