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Financial Sales Consultant

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PNC

1mo ago

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Sales & Business Development
  • Pittsburgh

AI generated summary

  • You should be bilingual in Spanish, have 3+ years of experience, an Associate's degree, strong sales and relationship management skills, and be able to meet regulatory background checks.
  • You will engage in outbound sales, build customer relationships, identify financial needs, conduct events, and advocate PNC’s services to enhance customer experience and loyalty.

Requirements

  • Bilingual Spanish Preferred
  • Preferred Skills Client Relationship Building, Community Development, Competitive Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management
  • Competencies Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management., Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling.
  • Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Education Associates
  • Certifications No Required Certification(s)
  • Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Builds the retail customer base through proactive, outbound quality sales conversations.
  • Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
  • Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals.
  • Identifies and independently acts upon sales opportunities to achieve assigned sales goals.
  • Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
  • Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners.
  • Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
  • Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet.
  • Strengthens client relationships through planning continued on-site events.
  • Understands PNC capabilities, educates and coaches customers on technology options.
  • Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).
  • PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

FAQs

Do we support remote work?

Yes, we support remote work but in a hybrid format at the manager's discretion.

Is bilingual ability preferred for this position?

Yes, bilingual Spanish is preferred for the role.

What type of experience is required for this position?

Typically, 3+ years of experience is required, along with relevant product knowledge. An Associates degree or equivalent experience may be acceptable.

Are there any specific physical requirements for this job?

Yes, candidates should have access to reliable transportation for travel to multiple locations daily and must be able to lift and carry up to 25 pounds.

What does the role involve regarding customer interaction?

The role involves conducting outbound sales, facilitating new hire orientations, delivering financial education seminars, and ongoing relationship management with clients.

What kind of benefits does PNC offer for full-time employees?

PNC offers medical/prescription drug coverage, dental and vision options, life insurance, disability protection, a 401(k) with company match, and a robust wellness program, among other benefits.

Is a certification required for this position?

No specific certification is required for this position.

What is the company’s stance on equal employment opportunity?

PNC provides equal employment opportunity to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

Can applicants receive accommodations during the application process?

Yes, applicants can request accommodations by contacting PNC, and all information will be kept confidential.

How does this position contribute to customer loyalty?

This position helps build customer loyalty by creating exceptional experiences, facilitating needs-based conversations, and establishing strong relationships through education and support.

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PNC

Finance
Industry
10,001+
Employees

Mission & Purpose

For more than 160 years, we’ve been committed to making a difference for our customers, communities and employees. Our Main Street banking model means we are uniquely rooted in the places where we operate, living in and supporting the communities in which we do business – understanding our customers are our neighbors. Through our growth into one of the nation’s leading banks, we are helping customers from coast-to-coast protect and grow their wealth. By combining what customers love about community banks with the security, technology, and capabilities of a top bank, we are helping everyone move forward financially. See how we can make a difference for you.