Virtual Payment Advisor-Queue

About the Role

This is a sales position where you will prospect and discuss Merchant Service and Treasury Management products with small businesses. Some Virtual Payment Advisors work virtually with branch managers and staff in assigned territories to get leads and then sell MS and TM products through to activation. Other Virtual Payment Advisors will work on the queue line taking calls and selling MS and TM products through to activation. You will be on and off camera throughout the day and must always be camera ready.

Key Responsibilities

• Positions payment solutions inclusive of card processing and cash management solutions.
• Responsible for acquisition and growth of new and/or existing clients through direct marketing and branch distribution network.
• Acquires, expands and retains client relationships by presenting a full range of PNC solutions focused on clients' payments needs during each customer interaction.
• Provides recommendations and insights that support engagement, loyalty, and financial well-being.
• Identifies and implements innovative solutions relevant to clients' processing and cash management needs to support long-term growth and retention.
• Builds an effective internal network within the branch distribution enterprise to actively acquire new clients and expand existing clients.
• Demonstrates effective conversation to support the CARES model and educate clients based on their expectations.
• Effectively executes on contact management strategy by utilizing available tools and resources.
• Regularly meets with internal business partners to communicate and review pipeline management and accountability to business results.
• Develops a full understanding of the complex payments landscape to engage effectively with clients and internal partners, while focusing on risk exposure based on industry modeling.

Requirements & Tech Stack

• Merchant Services
• Treasury Management
• MS
• TM
• Card processing
• Cash management solutions
• PNC's Enterprise Risk Management Framework
• CARES model
• Customer Focused
• Managing Risk

Qualifications

• Proven track record in Merchant Services and Treasury Management products to small businesses.
• Ability to work M – F; 8:00 am – 5 pm PST.
• Bilingual Spanish preferred but not required.
• Customer Focused: Knowledgeable of 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 risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

Preferred Skills

• Client Outreach
• Content Development
• Credit Products
• Customer Engagement
• Customer Loyalty
• Customer Solutions
• Identifying Sales Opportunities
• Small Businesses

Competencies

• Addressing Customer Needs
• Business Acumen
• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Effective Communications
• Interpersonal Relationships
• Knowledge Of Customers
• Selling
• Tech Savvy
• Understanding Customer Needs

Work Experience

• Roles at this level typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Education

• Associates

Other Details

• This position may be eligible for remote work in select geographic locations, subject to approval by PNC.
• Occasional in-office participation may be required based on business needs.
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
• 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.