PNC Client Solution Advisor - PNC Fortis Advisors 

United States, Washington, Richland 

415635199

Our ideal candidate would be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, he/she must be able to critically analyze and generate reports from data contained in Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, and establishing and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.Responsibilities:
- Manage the processing of post-closing distributions to shareholders- Work with various banks and other parties to ensure shareholders receive their transaction proceeds
Maintain strong relationships with key internal and external clients, via both phone and email
- Investigate complicated analytical questions and clearly communicate findings to clients
- Prepare mass-distributed client correspondence, managing responses, follow-through and/or resolution
- Partner internally with senior managers to ensure appropriate and timely resolution of client issuesRequirements
- 3 - 5 years of experience in accounting, finance or banking roles; experience in the banking or investment management industry would be an added benefit, but is not required.
- Must be able to work well in high-volume, high-pressure situations under tight deadlines.
- Must be able to prioritize tasks on multiple assignments simultaneously, staying focused under pressure.
- Must be able to speak and write clearly, effectively and with finesse.
- Must be self-motivated, intelligent, detail-oriented, proactive and have a strong client-service mentality.- Advanced knowledge and experience with MS Excel, including advanced formulas and functions.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 requiredneeded to be successful in this position.

Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Microsoft Excel, Microsoft Excel Functions, Personal Initiative, Relationship Management, Results-OrientedRoles 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.No Required Certification(s)No Required License(s)
California Residents

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