Client Solution Advisor – Treasury Management

PNC

. Review and validate documentation for deposit and cash management accounts to ensure proper execution and compliance .

Posted 9/24/2026full-timeMinnesota • United StatesJuniorMid-Level💰 $52,500 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in documentation review and compliance for Cash Management Accounts and Deposit Account Control Agreements, while effectively managing complex client implementations and providing consultative support. Strong ability to analyze client requirements and collaborate with internal partners to deliver tailored solutions.

Highest-signal resume keywords

Documentation Review ExperienceCash Management Accounts (CMAs)Project ManagementClient Relationship ManagementConsultative Support

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Documentation ReviewImplementation AnalysisRequirements GatheringProject CoordinationClient-Specific Procedures

Soft Skills

CollaborationCoachingCommunicationProblem-SolvingAdaptability

Industry Keywords

Deposit Account Control Agreements (DACAs)Client Materials PreparationSales SupportStakeholder EngagementTraining Development

About the role

Key responsibilities & impact

Review and validate documentation for deposit and cash management accounts to ensure proper execution and compliance
Prepare client materials and account updates
Review and negotiate agreements
Respond to inquiries regarding account documentation
Collaborate with internal service partners to resolve documentation issues
Implement complex new products and services for clients
Analyze requirements and gather deliverables for implementation and ongoing relationship management
Maintain client-specific procedures
Provide sales or consultative support to prospects or clients in select deals
Identify outside sales opportunities using industry and PNC product knowledge
Consult with clients and service partners to establish or update client-specific product and service information
Coordinate implementation work performed by others as project manager
Analyze, assess, and document client requirements
Identify customization needs and work with service partners to implement solutions
Manage multiple complex implementations simultaneously
Facilitate internal and external stakeholder meetings
Create and maintain project documentation and progress reports
Resolve implementation and production support challenges as an escalation point
Drive development of necessary solutions and ensure positive ongoing client experiences
Serve as team subject matter expert
Coach staff, Sales, and/or clients
Lead team communications and meetings
Coordinate workflows and participate in special projects and initiatives
Develop and maintain training materials and provide training to service partners and clients

Requirements

What you’ll need

Prior documentation review experience
Able to work in a fast-paced environment
Familiarity with Cash Management Accounts (CMAs) and/or Deposit Account Control Agreements (DACAs)
2+ years of relevant professional experience
University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
Must work from a quiet, secure, and confidential home-based workspace if approved for remote work
PNC will not provide sponsorship for employment visas or participate in STEM OPT
No required certifications
No required licenses
No required or preferred language assessments

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level
Remote work in select geographic locations, subject to approval
Reasonable accommodations for applicants and qualified individuals with disabilities