VP, Product Specialist (w/ accounting background)

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

 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 todue 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 Product Specialist supports the implementation and ongoing review of client models and results, working in conjunction with Advisory Operations. This position is responsible for serving as a knowledgeable resource to CFIs and requires a working knowledge of bank accounting, finance and web-based application concepts to provide relevant insights to clients. This position assists in acquiring and maintaining Advisory clients and ensuring optimal value from services provided. 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
  • Present technical content in a non-technical and easily comprehensible manner
  • Advise clients on best practices for configuration and use of models and interpretation of results
  • Analyze, interpret and communicate complex model results to a variety of client audiences 
  • Assist clients with regulatory exams and third-party audit preparations
  • Resolve complex client questions in a timely manner, working with Advisory Operations as needed
  • Assist in ensuring modeling and results are in accordance with accounting standards and regulatory guidelines
  • 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 
  • 5+ years working experience in finance or accounting in financial institutions
  • Understanding of balance sheet management reporting including budgeting, forecasting and funds transfer pricing a plus
  • Functional working knowledge of FASB and regulatory expectation regarding ALLL/CECL, liquidity and interest rate risk, and loan portfolio stress testing a plus
  • Strong oral and written communication skills with all levels of client management
  • Exceptional analytical skills
  • 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.