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Client Solution Advisor
Company | PNC Financial Services |
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Location | Minneapolis, MN, USA |
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Salary | $49500 – $82170 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level |
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Requirements
- 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.
- 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.
Responsibilities
- Implements complex new products and services for clients.
- Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management.
- 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 as 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.
Preferred Qualifications
- Business Decisions
- Client Counseling
- Client Relationship Building
- Competitive Advantages
- Customer Experience (CX)
- Personal Initiative
- Relationship Management
- Results-Oriented
- 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