Client Solution Advisor - Treasury Management Commercial Card Servicing
PNC Financial Services
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 Commercial Card Servicing, you will be based anywhere within the PNC footprint.Candidates with prior card servicing experience are preferred.
This position will support our Treasury Management Commercial Card Servicing Team and will have the following responsibilities:
- Escalation Management: Serve as the primary internal escalation point for the Tier 3 team, focusing on centralizing tasks and reducing handoffs to enhance operational efficiency.
- Complex Issue Resolution: Investigate and resolve complex client issues requiring in-depth research and analysis, ensuring timely and accurate solutions.
-Cross-Department Collaboration: Work closely with various departments to develop and implement new processes, including:
- Decommissioning of technology platforms;
- Creating scripts for bulk updates of cardholder addresses;
- Developing tailored job aids for logo change requests.
- Rebate Request Oversight: Review and approve all rebate requests to ensure compliance and accuracy.
- Data Management: Take ownership of data reject cases, collaborating directly with VISA and TSYS to resolve issues promptly.
- System Access Management: Lead the monthly system access shutoff process, ensuring compliance and security protocols are met.
- Payment Formatting Support: Provide additional support for payment formatting issues, assisting team members as needed.
- Documentation Creation: Create and maintain comprehensive process documentation articles to support team operations and training.
This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
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-OrientedCompetencies
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 AdministrationWork 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
BachelorsCertifications
No Required Certification(s)Licenses
No Required License(s)Pay Transparency
Base Salary: $45,000.00 – $97,110.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 10/28/2024, although it may be longer with business discretion.Benefits
PNC offers 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; 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.In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.
*For more information, please click on the following links:
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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
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