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Client Solution Advisor Pnc Jobs in Tennessee (NOW HIRING)

PNC

Mortgage Loan Officer

Nashville, TN · On-site

PNC is an in-office company that fosters a supportive culture where employees can thrive and ... Preferred Skills Banking Products, Client Prospecting, Customer Relationships, Customer Solutions ...

PNC Bank

Branch Banker (MLO)

Nashville, TN · On-site

Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and ...

Sonata Bank

Client Advisor

Brentwood, TN · On-site

... solutions to help them achieve their financial goals. Client Advisors are trusted partners who ... provide guidance, connect clients with the right products and services, assist with account needs ...

Sonata Bank

Client Advisor

Brentwood, TN · On-site

... solutions to help them achieve their financial goals. Client Advisors are trusted partners who ... provide guidance, connect clients with the right products and services, assist with account needs ...

PNC Bank

Relationship Manager II - C&IB

Franklin, TN · On-site

$123K - $249K/yr

Focuses on bringing entire bank to the client by presenting the full range of PNC's products and ... customer solutions. * Managing Risk - Assessing and effectively managing all of the risks ...

Simple Staffing

Solutions Advisor

Nashville, TN

Customize each system to fit your client's space, lifestyle, and concerns, combining security ... solution. * Adaptable and flexible; you excel in dynamic environments and enjoy learning new ...

Simple Staffing

Solutions Advisor

Nashville, TN · On-site

Customize each system to fit your client's space, lifestyle, and concerns, combining security ... solution. * Adaptable and flexible; you excel in dynamic environments and enjoy learning new ...

Simple Staffing

Solutions Advisor

Knoxville, TN · On-site

Customize each system to fit your client's space, lifestyle, and concerns, combining security ... solution. * Adaptable and flexible; you excel in dynamic environments and enjoy learning new ...

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Client Solution Advisor Pnc information

What does a client solution advisor at PNC do?

A Client Solution Advisor at PNC works closely with clients to understand their financial needs and provide tailored banking and financial solutions. They serve as the primary point of contact for clients, offering advice on products and services such as loans, investments, and cash management. Their goal is to build long-term relationships by delivering exceptional customer service and helping clients achieve their financial objectives. The role often involves collaborating with other PNC specialists to ensure clients receive comprehensive support.

What skills and qualifications are needed to thrive as a client solution advisor at PNC?

To excel as a Client Solution Advisor at PNC, you generally need a solid background in finance, customer relationship management, and a bachelor's degree in business or a related field. Familiarity with CRM software, banking platforms, and financial analysis tools is typically required. Strong interpersonal skills, problem-solving abilities, and effective communication help differentiate top performers in this client-facing role. These skills and qualifications are crucial for building trust, delivering tailored solutions, and driving client satisfaction in a competitive financial services environment.

How does a client solution advisor at PNC collaborate with internal teams to deliver customized solutions for clients?

As a Client Solution Advisor at PNC, you will regularly collaborate with relationship managers, product specialists, and risk management teams to develop tailored financial solutions for clients. This role involves participating in joint client meetings, sharing insights about client needs, and coordinating with internal experts to address complex challenges. Clear communication and teamwork are essential, as you will serve as a bridge between clients and the bank’s specialized departments to ensure seamless delivery and client satisfaction.

What is the difference between Client Solution Advisor Pnc vs Financial Advisor?

AspectClient Solution Advisor PncFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses; FINRA registrationSeries 7, 66, or 63 licenses; CFP certification often preferred
Work EnvironmentBank branches, client meetings, financial product salesIndependent or firm-based, client meetings, investment planning
Employer & IndustryPnc Bank, financial services industryVarious financial firms, wealth management industry

The main difference is that a Client Solution Advisor Pnc primarily works within Pnc Bank, focusing on banking products and basic financial solutions, while a Financial Advisor offers comprehensive investment and wealth management services, often with additional certifications. Both roles require similar licenses but differ in scope and client engagement.

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Client Solution Advisor Pnc jobs near you

Mortgage Loan Officer

PNC

Nashville, TN • On-site

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

89th of 174 rated banks

Job description


Job Profile
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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Recommends loan solutions in accordance with lending guidelines and clients' requirements.
  • Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
  • Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
  • Collaborates with internal and external stakeholders to complete mortgage transactions.
  • Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

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 SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales CompetenciesCustomer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling. Work ExperienceRoles 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. EducationNo Degree CertificationsNo Required Certification(s) LicensesNo 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; 9 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 pncthrive.com.

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.

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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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