Financial Sales Consultant helping improve employee financial wellbeing through direct outreach and education. Selling PNC’s financial solutions while building client relationships and fostering loyalty.
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
Identifies and independently acts upon sales opportunities to achieve assigned sales goals
Responsible for establishing connections between clients and PNC partners 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
Requirements
3+ years experience
Associates or equivalent degree or a comparable combination of education, job specific certification(s), and experience
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
Benefits
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
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service
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