PNC Product Advisor II in Boston, Massachusetts


Auto req ID:


HR Job Code:

101148 Product Advisor II

Job Profile:

  • Represents one or multiple products as part of the sales process with the objective of closing new business opportunities. Defines solution options in the sales process based on product knowledge and business requirements.

  • Leads internal or external discussions related to the application of one or multiple products to help close deals. Leads direct interaction with clients as part of the sales process and represents PNC in bank-sponsored industry events, as needed.

  • Assesses client's current business situation and related requirements through data gathering, which includes interviews and research.

  • Provides the customer perspective in the design, development and management of new or existing product enhancements.

  • Maintains a thorough understanding of marketplace, competitors and industry trends in order to identify new opportunities. Develops and maintains product marketing and proposal material and provides educational sessions to Sales in conjunction with Product Management.

Position City:

PA - Philadelphia

Position Title:

Product Advisor II

Line of Business:

Corporate & Institutional Banking

Building Location:

PA375 - PNC Bank N.A.

Job Type:


Total Hours Per Week:



20% - 40%

Job Status:

Full Time



EEO Statement:

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


MA - Boston, NY - New York City, PA - Philadelphia


CTP preferred

Required Education and Experience:

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Job Specific Competencies:

Effective Communications - Extensive Experience

  • Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Decision Making and Critical Thinking - Working Experience

  • Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Influencing - Extensive Experience

  • Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Managing Multiple Priorities - Working Experience

  • Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.


  • Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.

Solutions Development - Extensive Experience

  • Knowledge of and the ability to assess customer needs and provide solutions for them.

Sales Scoping and Qualification - Working Experience

  • Knowledge of and ability to identify and qualify potential sales opportunities for the organization.

Value Selling - Working Experience

  • Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.

Sales Proposals and Presentations - Extensive Experience

  • Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

KNOWLEDGE OF PRODUCT LINE - Extensive Experience

  • Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Core Competencies:

Manages Risk - Working Experience

  • Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.

Customer Focus - Extensive Experience

  • Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.

Position Overview:

Operating within PNC’s Treasury Solution Group, Solution Specialists work to support the development and closing of Treasury Management opportunities and impact related revenue growth. Specialists work with primary sales partners to identify, pursue and win new business by:

  • Providing in-depth product and industry knowledge of end-to-end solutions for A/R and A/P with a focus on integrated, multiple product solutions – looking to optimize the automation and straight-through processing rate of core client working capital cycles

  • Leading discussions with clients to transform their receivables, payables and treasury processes

  • Working across product management and sales to close opportunities

  • Performing diagnostic reviews of related client activities

  • Helping to confirm sale details and transition to implementation resources

  • Providing expertise regarding enterprise and Treasury system processing and integration

Geographic preference in Philadelphia, New York or Boston. Other locations considered.