Nonprofit Strategist Sr / Sales Product Specialist jobs at Pnc in United States, Chicago

RESPONSIBILITIES• Consults with nonprofit client/prospect to assess business needs and identify product/service recommendations. Advises Sales team in the development of significant/complex sales opportunities, including proposals, presentations, and the closing of the opportunities.• Works with the Sales team in the qualification and prioritization of pipeline and sales opportunities targeting largest and most complex opportunities.• Completes diagnosis of client's current business situation and related requirements through data gathering, which includes interviews, research, tools development and modeling.• Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities.• Serves as liaison with the market service teams.• Create and/or deliver thought leadership and education internally and externally in-person and in virtual forums.• Serve as a coach to develop more junior members of the Nonprofit Strategy and Solutions Group at PNC Institutional Asset Management.• Serve as proxy for the Managing Director of the Nonprofit Strategy and Solutions Group of Institutional Asset Management when necessary.The ideal candidate will meet the following qualifications:- Sales experience and track record of success
- Demonstrated ability to work with internal partners
- Strong finance background (education and experience)
o Bachelors and/or Masters in Finance
o Finance experience
- Understanding of Outsourced Chief Investment Officer (OCIO) engagements (this is the major solution we offer)
- Knowledge of philanthropy and the related gift planning vehicles
- Strong communication skills (written and oral)(internal and external)
- Confident public speaker and facilitator
Job Description

• Provides subject matter expertise for creating awareness, identification and sales of Institutional Asset Management's capabilities with clients and prospects within the assigned regions. Acts as an extension of the product team.
• Provides education of capabilities to internal Institutional Asset Management teams and business partners on most complex products. Determines product suitability for prospects and provides prospecting support. Leads the product discussion from introductory/discovery phase through entire sales cycle. May provide guidance to team members.
• Develops and maintains a pipeline of prospects, prioritizes and creates/delivers sales presentations in collaboration with other business partners. Serves as the internal wholesaler, providing technical sales and service support to teams by furnishing customized solutions on most complex products.
• Partners directly with internal Institutional Asset Management team regarding client and prospect financial needs. Ensures that opportunities are current and accurate in collaboration with other business partners.
• Provides strategic direction, thought leadership, idea creation and collaboration in the evolution of most complex products.

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 requiredneeded to be successful in this position.

Accuracy and Attention to Detail, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Influencing, Managing Multiple Priorities, Problem Solving, Products and Services, Sales FunctionRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

*Responsibilities require time in the field on a regular basis. Over-night travel is required on a regular basis.Preferred skills include and are not limited to the following:1. Viable applicants should have a minimum 3+ years of ABL Field Exam experience
2. Familiarity with corporate accounting through coursework and/or job experience
3. Advanced Excel skillsJob Description

• Leads complex Field Examinations on existing borrowers and assists on Field Examinations led by other examiners. Examinations may take place fully onsite at Borrower locations or in a hybrid on-site/remote environment.
• Performs independent analysis on existing Borrower's collateral records and financial reports to determine / assess collateral values that secure loans and to identify and highlight areas of collateral weakness or deterioration. Evaluates accounting system controls, data integrity, managerial control oversight and borrower’s accounting personnel. Verifies that collateral is being reported and managed per the terms and conditions stipulated in the Loan Document.
• Prepares the more complex Field Examination reports and supporting workpapers that highlight germane findings and material variances found, conclusions reached, and related recommendations for improvement if necessary. Such reports are utilized by Portfolio Management and/or Credit Approval Committee to verify and/or determine the credit worthiness of collateral securing the existing and/or prospective loans and to make informed credit decisions. Communicates and escalates significant exam findings, concerns, delays, or borrower limitations to lending and credit personnel. Participates in meetings with the Relationship Manager, deal team (Field Examiners, Appraisers, Underwriters, Business Development Officers, and Credit Policy Manager) and/or existing or prospective Borrower’s representatives (typically the CFO, CEO and/or Controller of the company) to discuss any collateral issues/areas of concern.
• Confirms proper reporting of collateral on the Borrowing Base Certificates. Ensures that the Borrowing Base is in-compliance and being managed per the terms and conditions stipulated in the Loan Approval.
• When leading an Examination, manages the due diligence process and directs the daily progress of field work performed by the other Field Examiners assigned to the Examination to ensure all assignments and duties are completed in an accurate and timely manner. Trains junior and new Field Examiners. Evaluates junior / new field examiners progress and reports such to the Recurring Business Regional Field Examination Manager.

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 requiredneeded to be successful in this position.

Accuracy and Attention to Detail, Collateral Management, Conflict Management, Data Gathering and Reporting, Effective Communications, Financial Statement Analysis, Flexibility and Adaptability, Generally Accepted Accounting Principles (GAAP), Managing Multiple Priorities, Problem SolvingRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

Accounts Receivable Securitization, Asset Based Lending Field Exam, receivable underwriting, data analysis, or collateral monitoring experience.Effective written and oral communication and problem solving with internal stakeholders and front line to C-Suite level corporate clients.Degree preferences- Finance, Accounting, EconomicsThis role will be responsible for managing 3rd party Field Examination firms in their performance of ABF-Securitization field exams.The core duties include:Design detailed field exam scope and audit plan for each engagement in accordance with the prior exam findings, industry related collateral risks, and analysis of the Monthly Servicer Report.Monitor field exam progress to ensure timely exam completion by providing exam scope and structure guidance and client liaison as needed.Review Field Exam report and discuss and mitigate exam issues/findings with ABF Originations and Portfolio Manager.Job Description

• Facilitates seamless execution, ongoing administration, and internal reporting within the business. Oversees portfolios and/or customer requests of low to medium complexity in order to identify and mitigate risk.
• Report generation, including portfolio and asset level as well as business level financial and regulatory reporting. Perform or coordinate field exams. Review findings, reconcile with client as well as Credit and sales teams to ensure that established field exam plans and procedures are adhered to.
• Execute ongoing deal administration and surveillance plans: review and approve borrowing requests, setup and monitor covenant reporting requirements, and review servicer reports, field exams, and other information. Evaluate market and economic data to determine impacts. Review and interpret loan documents and servicing agreements. Escalate issues accordingly and manage credit risk and compliance documentation.
• May engage in frequent verbal and written communication with internal and external parties, which may include client/deal coverage teams, Commercial Lending and Leasing Operations, Finance, Accounting, Credit, customers and their representatives, outside counsel, agencies, other banks or field exam firms.
• Manage compliance with documented policies and procedures surrounding the business. Perform controls intended to mitigate risk and facilitate testing of those controls and other processes by internal risk partners and external auditors / regulators.

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 requiredneeded to be successful in this position.

Analytical Thinking, Collateral Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Investment Reporting, Portfolio Management - 1, Problem Solving, Regulatory Environment - Financial ServicesRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

Job Description

• Sets relationship strategies and directs relationship management activities with existing clients to ensure client retention, risk management and revenue growth. Typically works with clients with the highest levels of risk and complexity of needs. Works independently and frequently mentors other team members. Recognized as a subject matter expert in their field.
• Independently handles the origination, negotiation and documentation of credit and non-credit products and services with the highest levels of complexity. Prepares approval documents using expert judgment to identify risks and mitigants, analyze credit, collateral strength, and financial worthiness of loan/transaction parties. Manages risk/return and drives quality for existing clients, actively identifying and mitigating different types of risk, such as regulatory, reputational, operational and credit risks.
• Expands and retains client relationships to generate revenue and deepen share of wallet. Focuses on client retention strategies by providing ideas and insights based on expert understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
• Leverages an established and effective network of senior internal and external relationships, such as community or industry relationships, to enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services.
• Independently negotiates workout options with customers to reduce risks and losses. Works with internal and external business partners and borrowers to better secure collateral coverage.

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 requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

*Responsibilities require time in the field on a regular basis. Over-night travel is required on a regular basis.Preferred skills include and are not limited to the following:1. Viable applicants should have a minimum 5+ years of ABL Field Exam experience
2. Familiarity with corporate accounting through coursework and/or job experience
3. Advanced Excel skillsJob Description

• Leads complex Field Examinations on existing borrowers and assists on Field Examinations led by other examiners. Examinations may take place fully onsite at Borrower locations or in a hybrid on-site/remote environment.
• Performs independent analysis on existing Borrower's collateral records and financial reports to determine / assess collateral values that secure loans and to identify and highlight areas of collateral weakness or deterioration. Evaluates accounting system controls, data integrity, managerial control oversight and borrower’s accounting personnel. Verifies that collateral is being reported and managed per the terms and conditions stipulated in the Loan Document.
• Prepares the more complex Field Examination reports and supporting workpapers that highlight germane findings and material variances found, conclusions reached, and related recommendations for improvement if necessary. Such reports are utilized by Portfolio Management and/or Credit Approval Committee to verify and/or determine the credit worthiness of collateral securing the existing and/or prospective loans and to make informed credit decisions. Communicates and escalates significant exam findings, concerns, delays, or borrower limitations to lending and credit personnel. Participates in meetings with the Relationship Manager, deal team (Field Examiners, Appraisers, Underwriters, Business Development Officers, and Credit Policy Manager) and/or existing or prospective Borrower’s representatives (typically the CFO, CEO and/or Controller of the company) to discuss any collateral issues/areas of concern.
• Confirms proper reporting of collateral on the Borrowing Base Certificates. Ensures that the Borrowing Base is in-compliance and being managed per the terms and conditions stipulated in the Loan Approval.
• When leading an Examination, manages the due diligence process and directs the daily progress of field work performed by the other Field Examiners assigned to the Examination to ensure all assignments and duties are completed in an accurate and timely manner. Trains junior and new Field Examiners. Evaluates junior / new field examiners progress and reports such to the Recurring Business Regional Field Examination Manager.

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 requiredneeded to be successful in this position.

Accuracy and Attention to Detail, Collateral Management, Conflict Management, Data Gathering and Reporting, Effective Communications, Financial Statement Analysis, Flexibility and Adaptability, Generally Accepted Accounting Principles (GAAP), Managing Multiple Priorities, Problem SolvingRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

As a Product Manager Lead you will have an exciting opportunity to work as a senior Transformation lead within Retail Lending Card Modernization organization. In this role, you will contribute to our roadmap to transform our credit card capabilities and customer experience for our customers. As a senior Transformation lead, you will have end to end responsibility and accountability for key initiatives required to drive the required change within the organization. You will be responsible for developing the roadmap for key Credit Card functions; maintaining a strategic view of key interactions and "moments of truth", understanding what is in place today, and identifying opportunities to refine and innovate against the Credit Card Customer lifecycle. The senior Transformation lead works to define the "what" for each feature/deliverable, collaborating with key stakeholders and business partners to prepare initial scope docs to align on the problem being solved for the Customer, what business needs the solution should deliver, and how the solution aligns to the overall strategy. Additionally, the senior Transformation lead will work to identify and evaluate best of breed vendor platforms and solutions (including core processor) and manage key aspects of any on-boarding and integrations as required.This role requires the candidate to be highly structured, forward thinking, an excellent problem solver and storyteller, and extremely communicative. Experience with managing large vendor relationships, core platform modernization initiatives especially in Credit cards are highly desired.Preferred skills: Identifying customer needs, Defining product requirements, Creating and updating product documentation, Customer experience, Creating user stories, Prioritizing the product backlog, Developing wireframes and prototypes, Managing product roadmaps , Agile methodology, Defining and tracking product KPIs, and Championing product adoption and user engagement. Vendor and SLA management.Job Description

• Responsible for end-to-end business and financial results for multi-faceted, complex products through the selection, design, development and promotion of new and existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
• Uses knowledge of emerging technologies to deliver products to customers through all applicable channels. Prioritizes and makes decisions regarding recommendations. Champions business cases, business plan and roll-out of specific products, product groups or experiences.
• Monitors the marketplace to assess product, technology, and markets trends to identify a market need or opportunity. Recommend innovative new products, new experiences or enhancements to existing products and develops and designs the features of a designated new or existing products Manages the end-to-end development, production, roll-out, pricing or promotion of specific products, product groups or experiences and resolves complex operational and process problems that arise .
• Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners. Participates and/or leads activities with external stakeholders and clients to ensure all product offerings meet their strategic goals. Develops product-specific marketing initiatives. Supports risk management, compliance and audit needs as part of the first line of defense.
• Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results. Coordinates across groups and leads key contributors.

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 requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

Formal credit training
Experience with middle market clients 50mm +Job Description

• Sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members.
• Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
• Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within Relationship Management and may mentor others.
• Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
• As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

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 requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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