Client Solution Advisor

Client Solution Advisor

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 Corporate Banking organization, you will be based in Los Angeles, CA. Client Solution Advisor (CSS) provides support to Underwriters (UW), Credit Products Specialists (CPS), 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 Advisor, 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

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.

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

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 Administration

Work 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

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary : $45,000.00 $97,110.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

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.