Advisor jobs in United States
Explore 370 matching jobs.
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Navigate Power
Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling Merchant Services and Treasury Management products to small businesses, with a focus on client acquisition, relationship management, and payment solutions. Proficient in executing contact-management strategies and understanding the payments landscape to assess client needs and risks.
Highest-signal resume keywords
Proven Sales Track RecordMerchant Services ExpertiseTreasury Management KnowledgeClient Relationship ManagementBilingual Spanish
About the role
Key responsibilities & impact- Sell Merchant Services and Treasury Management products to small businesses with up to $2MM in annual revenue
- Prospect and discuss payment products with small-business clients
- Work virtually with branch managers and staff in assigned territories to obtain leads, or take queue-line calls and sell products through activation
- Position payment solutions, including card processing and cash management solutions
- Acquire and grow new and existing clients through direct marketing and branch distribution networks
- Acquire, expand, and retain client relationships by presenting PNC solutions focused on payment needs
- Provide recommendations and insights supporting engagement, loyalty, and financial well-being
- Identify and implement solutions for clients’ processing and cash-management needs
- Build an internal network within the branch distribution enterprise to acquire and expand clients
- Execute contact-management strategies using available tools and resources
- Meet with internal business partners to communicate and review pipeline management and business results
- Develop an understanding of the payments landscape and assess risk exposure based on industry modeling
Requirements
What you’ll need- Proven sales track record in Merchant Services and Treasury Management products to small businesses
- Knowledge, skills, and abilities appropriate for the role
- University/college degree with less than 1 year of professional experience and/or successful completion of a formal development program, typically required at this level
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
- Associate-level education listed
- Must be able to work Monday–Friday, 8:00 am–5:00 pm PST
- Must be camera ready throughout the day and work on and off camera
- Bilingual Spanish preferred but not required
- No employment visa sponsorship or STEM OPT participation
- Must work from a quiet, secure, and confidential home-based workspace if approved for remote work
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 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
- 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 eligibility in select geographic locations, subject to approval
- Quiet, secure, and confidential home-based workspace when working remotely
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Merchant Services SalesTreasury Management SalesPayment Solutions PositioningClient AcquisitionCash Management SolutionsRisk AssessmentContact Management StrategiesDirect MarketingPipeline ManagementFinancial Well-Being Recommendations
Soft Skills
Communication SkillsInterpersonal SkillsNetworking SkillsProblem-Solving SkillsEngagement Strategies
Industry Keywords
Small Business ServicesPayment ProductsFinancial SolutionsClient RetentionBranch Distribution Networks
