PNC
Product Advisor III - Treasury Management
PNC, Dallas, Texas, United States, 75215
Position Overview
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 Product Advisor III within PNC's Treasury Management Large Corporate & Institutional organization, this position is primarily based in a location within PNC’s footprint.
*Leadership may be open to other locations contingent on business need.
**Ideally, the successful candidate will have a minimum of 8+ years of industry relevant Treasury Management experience. Experience can include, but not limited to, actual use of ERP/Treasury Workstations, knowledge of general payables and receivables solutions within the cash continuum cycle, proven track record of selling into Large Corporate Organizations and/or being a subject matter expert within the field. Involvement and success working across internal banking partner groups is a plus.
Prior experience in Treasury Management sales, Treasury Management Consulting, Treasury Product Management or Treasury Management Practitioner background preferred.
Job Description
Consults with the 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 Client Implementation team.
Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities. Serves as liaison with client implementation and Product teams.
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 required certifications/licensures needed to be successful in this position.
Preferred Skills
Competitive Strategies, Competitor Analysis, Go-to-Market Strategies, New Product Development, Process Design, Product Lifecycle Management (PLM), Product Strategies, Sales Enablement, Storyboards, User Research
Competencies
Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Sales Closing and Agreements, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling
Work Experience
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.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
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 pncbenefits.com > New to PNC.
*For more information, please click on the following links:
Time Away from Work (https://www.pncbenefits.com/timeaway.html)
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)
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.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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 Product Advisor III within PNC's Treasury Management Large Corporate & Institutional organization, this position is primarily based in a location within PNC’s footprint.
*Leadership may be open to other locations contingent on business need.
**Ideally, the successful candidate will have a minimum of 8+ years of industry relevant Treasury Management experience. Experience can include, but not limited to, actual use of ERP/Treasury Workstations, knowledge of general payables and receivables solutions within the cash continuum cycle, proven track record of selling into Large Corporate Organizations and/or being a subject matter expert within the field. Involvement and success working across internal banking partner groups is a plus.
Prior experience in Treasury Management sales, Treasury Management Consulting, Treasury Product Management or Treasury Management Practitioner background preferred.
Job Description
Consults with the 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 Client Implementation team.
Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities. Serves as liaison with client implementation and Product teams.
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 required certifications/licensures needed to be successful in this position.
Preferred Skills
Competitive Strategies, Competitor Analysis, Go-to-Market Strategies, New Product Development, Process Design, Product Lifecycle Management (PLM), Product Strategies, Sales Enablement, Storyboards, User Research
Competencies
Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Sales Closing and Agreements, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling
Work Experience
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.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
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 pncbenefits.com > New to PNC.
*For more information, please click on the following links:
Time Away from Work (https://www.pncbenefits.com/timeaway.html)
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)
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.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.