Talent.com
Client Solution Specialist
Client Solution SpecialistHouston Staffing • Houston, TX, US
Client Solution Specialist

Client Solution Specialist

Houston Staffing • Houston, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Client Solution Specialist

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 Specialist within PNC's Corporate Banking organization, you will be based in Irvine, CA. Client Solution Specialist provides support to Underwriters, Credit Products Specialists, Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSSs assists the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with clients, service partners, external vendors, and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist, you will be responsible for supporting 3-5 Underwriters. You are the local point of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining data integrity throughout various bank systems.

Ideal candidate will possess the following :

  • 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

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
  • Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems / applications. Provides reports as needed.
  • May perform general administrative support.
  • 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-Oriented
  • Competencies

  • Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration
  • Work Experience

  • Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Education

  • Associates
  • Certifications

  • No Required Certification(s)
  • Licenses

  • No Required License(s)
  • Pay Transparency

    Base Salary : $30,992.00 $72,150.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

    Application Window

    Generally, this opening is expected to be posted for two business days from 12 / 01 / 2025, 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 Your PNC Total Rewards.

    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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    [job_alerts.create_a_job]

    Client Specialist • Houston, TX, US

    [internal_linking.related_jobs]
    Solution Consulting Lead

    Solution Consulting Lead

    Innovapptive • Houston, TX, US
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Houston, TX or Remote USA Travel Percentage : 60% Domestic & International Employment Type : Full-Time; Salaried Reports To : EVP of Digital Transformation Compensation : Base Salary, Bonus, Stock ...[show_more]
    [last_updated.last_updated_30]
    Specialist I TIS Cybersecurity Technologies

    Specialist I TIS Cybersecurity Technologies

    Enbridge Inc. • Houston, TX, United States
    [job_card.full_time]
    Enbridge, we embrace new ideas and offer an environment where employees are recognized and respected for their input and opinions. We view our employees as our future leaders and strive to provide a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Client Platform, Client Service Associate

    Client Platform, Client Service Associate

    JPMorgan Chase • Houston, TX, US
    [job_card.full_time]
    Associate, North America Client Platform.We are looking for a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Part-time Client Service Associate (Teller - 20 hours) - Memorial City / Houston, TX

    Part-time Client Service Associate (Teller - 20 hours) - Memorial City / Houston, TX

    BankTalent HQ • Houston, TX, United States
    [job_card.part_time]
    At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts" isn't just a phrase.It is woven into all aspects of our organization. We know that to be successful in deliver...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Project Specialist

    Client Services Project Specialist

    ApTask • Houston, TX, US
    [job_card.full_time]
    About Client : Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of busines...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Success Specialist II

    Client Success Specialist II

    CI Financial Corp. • Houston, TX, US
    [job_card.permanent]
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...[show_more]
    [last_updated.last_updated_30]
    Temporary AP Consultant

    Temporary AP Consultant

    Jobot • Houston, TX, US
    [job_card.full_time]
    IMMEDIATE NEED - 2x AP Consultants For Clean Up Project (Galleria - Houston, TX).This Jobot Consulting Job is hosted by : John Armel. Are you a fit? Easy Apply now by clicking the "Apply Now" button ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Solution Consulting Lead

    Solution Consulting Lead

    Innovapptive Inc • Houston, TX, US
    [job_card.permanent]
    Join our amazing culture! We're on a mission to simplify technology to drive operational excellence for organizations around the world. Travel Percentage : 60% Domestic & International Reports To...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Solutions Manager

    Client Solutions Manager

    Texas Staffing • Houston, TX, US
    [job_card.full_time]
    Beemac Logistics Sales Opportunity.Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relations and Acquisition Specialist - Amegy Tower / Houston, TX

    Client Relations and Acquisition Specialist - Amegy Tower / Houston, TX

    BankTalent HQ • Houston, TX, United States
    [job_card.full_time]
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Partner

    Client Partner

    ClifyX • Houston, TX, US
    [job_card.full_time]
    Graduate / Post Graduate Degree in Engineering and Technology 13-15 years of experience 5 days in office.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relations Specialist (Houston)

    Client Relations Specialist (Houston)

    Talentoma • Houston, TX, US
    [job_card.full_time] +1
    Remote Client Relations Specialist.Were seeking a Client Relations Specialist to serve as a key connection between our team and our clients. In this fully remote role, youll ensure each client recei...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Solutions Manager

    Client Solutions Manager

    Beemac Logistics • Houston, TX, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential.This is a unique ins...[show_more]
    [last_updated.last_updated_30]
    Client Relations Specialist

    Client Relations Specialist

    Talentoma • Houston, TX, US
    [job_card.full_time] +1
    Remote Client Relations Specialist.We're seeking a Client Relations Specialist to serve as a key connection between our team and our clients. In this fully remote role, you'll ensure each client rec...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relations Advisor I

    Client Relations Advisor I

    Hinderliter de Llamas & Associates • Houston, TX, US
    [job_card.full_time]
    The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports loca...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Anaplan Solution Architect

    Anaplan Solution Architect

    Anaplan • Houston, TX, United States
    [job_card.full_time]
    At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Platform, Client Service Associate

    Client Platform, Client Service Associate

    Chase • Houston, TX, US
    [job_card.full_time]
    Associate, North America Client Platform.We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will ass...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Management Relationship Support Specialist

    Treasury Management Relationship Support Specialist

    Regions Bank • Houston, TX, United States
    [job_card.full_time]
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]