PCBB is more than a traditional banker’s bank, providing technology, tools, products and advisory services to community financial institutions (CFI) that they may not otherwise have access to due to size or other reasons. Working with PCBB helps level the playing field with the larger financial institutions, and helps CFI’s become more profitable, manage risk and meet regulatory requirements.
PCBB’s Advisory Services suite provides solutions in risk management (ALLL/CECL, liquidity and interest rate risk modeling, loan portfolio stress testing) and customer profitability/loan pricing to CFIs.
The Senior Product Specialist is responsible for acquiring and maintaining Advisory clients through senior management interaction, serving as a subject matter expert by providing relevant insights to clients and ensuring optimal value from services provided. The position supports the implementation and ongoing review of client models and results, working in conjunction with Advisory Operations. Outstanding commitment to upholding the highest quality standards toward delivering products and services to clients in a timely and professional manner is essential.
Duties and Responsibilities:
Maintain excellent relationships with clients to maintain maximum client satisfaction and sales
Possess functional knowledge of current and proposed regulatory and accounting guidelines
Participate in communications with authoritative bodies (regulators, auditors, and etc.)
Generate and present technical content in a non-technical and easily comprehensible manner
Analyze, interpret and communicate complex model results to a variety of client audiences (senior management, board members, etc.)
Advise clients on best practices for configuration and use of models and interpretation of results
Assist clients with regulatory exams and third-party audit preparations, and support client in discussions with regulators and auditors on results
Evaluate potential client’s needs and requirements and in conjunction with relationship managers, effectively communicate Advisory services’ value proposition
Ability to travel up to 25%
Degree in accounting, finance, business administration or economics
10+ years of experience, accounting / financial institution background required
Functional working knowledge of GAAP and regulatory guidance with respect to at least 2 or the below:
Interest Rate Risk/ALM
Loss allowance (both Incurred and Expected models)
Liquidity analysis and stress testing
Credit analysis and stress testing
CPA or other relevant experience desired
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
Physical Demands/Work Environment:
The physical demands/work environment described here is a representation of what must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand or sit; use hands/arms/fingers to handle, feel or reach, talk/hear, position self to move and have visual acuity to determine accuracy, neatness, and thoroughness of the work assigned. The employee may be required to lift and /or move up to 25 pounds. The noise level in the work environment is usually moderate.
PCBB is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion or creed, national origin, mental or physical disabilities, sex or gender, sexual orientation, gender identity or gender expression, medical condition, genetic information, marital status, protected veteran status, or any other characteristic protected by law.
Internal Number: Advisory Services
More Than Just a Bankers’ Bank-
As a bankers’ bank, we provide the technology, tools, products and advisory services to community financial institutions (CFI) that they might not otherwise have access to due to their size or other reasons. Working with us helps level the playing field with the larger financial institutions, and helps CFI’s become more profitable, manage risk and meet regulatory requirements.
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