SVP, Senior Product Specialist (w/ accounting background)

Department: Advisory Services
Location: Remote
Reports To: Managing Director, Advisory Services


Description:
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 ALLL/CECL, loan portfolio stress testing, 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% 
 
Education/Experience Requirements:
  • 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
    • Liquidity analysis and stress testing
    • Loss allowance (both Incurred and Expected models)
    • Credit analysis and stress testing
    • Capital planning
  • 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.

To Apply:

Email Human Resources

PCBB is an equal opportunity employer and will consider qualified applicants for employment without regard to race, color, national origin, ancestry, sex, gender, gender identity, gender expression, religious creed, disability (mental and physical), medical condition, genetic information, age, marital status, sexual orientation, military and veteran status, or any other characteristics protected by federal, state or local law.