Virtual Payment Advisor
Job Summary
As a Virtual Payment Advisor (VPA), you will prospect and sell Merchant Service and Treasury Management products to small businesses with up to 2MM in annual revenue. You will work closely with branch managers to acquire, expand, and retain client relationships by providing tailored payment solutions. This role requires a self-motivated professional capable of engaging with clients effectively while managing risks and supporting financial well-being.
Responsibilities
- Prospect and sell Merchant Service and Treasury Management products.
- Acquire, expand, and retain client relationships through direct interaction.
- Collaborate with branch managers and internal partners to drive growth.
- Execute contact management strategies and pipeline reviews.
- Provide financial recommendations tailored to client payment needs.
Required Skills
- Merchant Services & Treasury Management expertise
- Sales and business development
- Client relationship management
- Strong communication and interpersonal skills
- Business acumen and critical thinking
Job Details
Job Description
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.
Qualifications:
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Preferred Skills: Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Merchant Services, Sales, Small Businesses, Treasury Management.
- 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 may be considered.