Virtual Payment Advisor, Merchant Services & Treasury Management
Overview
As a Virtual Payment Advisor, you own the full sales cycle for Merchant Services and Treasury Management products, targeting small businesses up to $2MM in annual revenue. You partner with branch managers to prospect and close deals across assigned territories, using PNC's proprietary tools and the CARES model. This role thrives on self-motivation and persistence, with a focus on building long-term client relationships. You will be on and off camera daily, presenting solutions and educating clients on payment risks and opportunities.
What You'll Do7
- 1Prospect small businesses and present card processing and cash management solutions to drive revenue growth.
- 2Acquire, expand, and retain client relationships by tailoring PNC solutions to each client's payment needs.
- 3Collaborate with branch managers and staff to identify and close new business opportunities in assigned territories.
- 4Execute the CARES model in every client conversation to educate and guide purchasing decisions.
- 5Track and manage your sales pipeline using PNC's contact management tools and report results to internal partners.
- 6Analyze the payments landscape to assess risk exposure and recommend the right products for each industry.
- 7Build a strong internal network within the branch distribution enterprise to support client acquisition and growth.
Requirements7
- 1Proven track record in Merchant Services and Treasury Management sales.
- 2University or college degree preferred, with a focus on business or finance.
- 3Bilingual Spanish preferred, but not required.
- 4Experience using CRM and sales tools to manage pipelines and client interactions.
- 5Ability to work from a home-based workspace that is quiet and secure, with occasional in-office presence.
- 6Strong communication skills for on-camera presentations and client meetings.
- 7Knowledge of risk management principles in payments and financial services.
Salary Insight
$41 - $82k per year
Location
Required Skills
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