[Remote] Virtual Payment Advisor - Merchant Services Business Banking Sales
Note: The job is a remote job and is open to candidates in USA. PNC is a leading financial services company that is dedicated to delivering the best experience for customers. The Virtual Payment Advisor will engage with small businesses to promote Merchant Services and Treasury Management products, focusing on client acquisition and relationship management.
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 through each interaction. Identifies and implements innovative solutions relevant to the clients processing and cash management needs to support long term growth and retention
- Builds an effective internal network within the branch distribution enterprise in order to actively acquire new clients along with expanding 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 the results of the business
- Develops a full understanding of the complex payments landscape in order to engage effectively with the client and internal partners, while focusing on risk exposure based on industry modeling
Skills
- Proven track record in Merchant Services and Treasury Management sales
- Ability to prospect and discuss Merchant Service and Treasury Management products with small businesses up to 2MM in annual revenue
- Flexibility with scheduling to cover other time zones
- Ability to work from a quiet, secure, and confidential home-based workspace
- Understanding of the complex payments landscape
- Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
- Assessing and effectively managing all of the risks associated with their business objectives and activities
- University / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Associates degree
- Bilingual Spanish
- Client Outreach
- Content Development
- Credit Products
- Customer Engagement
- Customer Loyalty
- Customer Solutions
- Identifying Sales Opportunities
- Merchant Services
- Sales
- Small Businesses
- Treasury Management
- 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
Benefits
- 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
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level
- Years of service
Company Overview