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PNC Financial Services

Runs a national bank for people and businesses

Virtual Payment Advisor

Account ExecutivePosted on Nov 12
Full-timeTexas, USANo salary listed

About the Job

Requirements

  • A university or college degree is typically required, with less than one year of professional experience, or successful completion of a formal development program; a comparable combination of education, job-specific certifications, and experience, including military service, may be accepted instead.
  • Bilingual Spanish is preferred but not required.

Responsibilities

  • Position payment solutions, including card processing and cash management solutions.
  • Acquire and grow new and existing clients through direct marketing and the branch distribution network.
  • Acquire, expand, and retain client relationships by presenting a full range of PNC solutions focused on clients’ payment needs during each customer interaction.
  • Provide recommendations and insights that support engagement, loyalty, and financial well-being through each interaction.
  • Identify and implement solutions relevant to clients’ processing and cash management needs to support long-term growth and retention.
  • Build an effective internal network within the branch distribution enterprise to acquire new clients and expand existing clients.
  • Use effective conversations to support the CARES model and educate clients based on their expectations.
  • Execute the contact management strategy using available tools and resources.
  • Meet regularly with internal business partners to communicate and review pipeline management and accountability for business results.
  • Develop an understanding of the complex payments landscape to engage effectively with clients and internal partners, while focusing on risk exposure based on industry modeling.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.
  • Prospect and discuss Merchant Services and Treasury Management products with small businesses with up to $2 million in annual revenue.
  • Work with branch managers and staff in assigned territories to obtain leads and sell Merchant Services and Treasury Management products through activation, or take queue-line calls and sell those products through activation.

Desired Qualifications

  • A proven track record in sales of Merchant Services and Treasury Management products to small businesses.
  • Client outreach.
  • Content development.
  • Credit products.
  • Customer engagement.
  • Customer loyalty.
  • Customer solutions.
  • Identifying sales opportunities.
  • Small businesses.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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