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Client Solution Advisor – Merchant Services

May 21, 2025May 21, 2025

Client Solution Advisor – Merchant Services

CompanyPNC Financial Services
LocationPennsylvania, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Minimum of 2+ years of experience supporting/servicing Merchant Services relationships
  • Demonstrate appropriate knowledge, skills, and abilities for the role
  • Typically require a university/college degree or a comparable combination of education, job specific certification(s), and experience

Responsibilities

  • Implements complex new products and services for clients
  • Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management
  • 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 as a project manager and coordinates the implementation work done by others
  • Analyzes, assesses and documents client requirements
  • Identifies customization needs and works with service partners to decision/implement
  • Manages multiple complex implementations simultaneously
  • Facilitates/coordinates internal and external stakeholder meetings
  • Creates and maintains project documentation
  • Creates/delivers reporting on progress
  • Serves as an escalation point and independently resolves challenges regarding implementation and production support issues
  • 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
  • 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


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyJuniorMid LevelPNC Financial ServicesSales & Account Management

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