Inside Sales Virtual Payment Advisor - Business Banking Merchant Services

PNC is a leading financial services institution, and they are seeking an Inside Sales Virtual Payment Advisor to join their team. The role involves prospecting and discussing Merchant Service and Treasury Management products with small businesses, 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 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

Requirements:

• Proven track record in Merchant Services and Treasury Management sales
• Ability to prospect and discuss Merchant Service and Treasury Management products with small businesses less than 1MM in annual revenue
• Ability to work closely with branch managers and staff in assigned territories
• Ability to be on and off camera throughout the day
• Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
• Ability to assess and effectively manage all of the risks associated with business objectives and activities
• Demonstrate appropriate knowledge, skills, and abilities for the role
• Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Industry Knowledge, Influencing Skills, Merchant Services, Sales, Small Businesses
• 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
• 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
• Bilingual Spanish