- Financial Sales Consultant, you will work in an outbound sales capacity, facilitating in person new hire orientations, delivering financial education seminars and multi faceted benefits programs to the employee base within our clients' organizations.
- PNC locations, demonstrating how PNC can help them achieve their financial goals.
- 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).
- 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.
- 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.
- Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.
- Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.
- Knowledge of and ability to implement the methods used to acquire new customer relationships.
- Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
- Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
- Knowledge of and the ability to close deals and reach final sales agreements.
- Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.
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Financial Sales Consultant - Berwyn, United States - PNC Financial Services Group
Description
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
This position is primarily based in Berwyn, PA. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers.
Within this team, WorkPlace Banking is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools.
As a WorkPlace BankerSells the bank's products and services to existing and prospective clients outside of branch in non
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.
Stengthens client relationships through planning continued on-site events.Understands PNC capabilities, educates and coaches customers on technology options.
Selling at non
Customer Focused
Managing Risk
CompetenciesAddressing Customer Needs
Branch Banking Services
Customer Acquisition
Customer Experience Management.
Effective Communications
Managing Multiple Priorities
Selling.
Work ExperienceRoles 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.
EducationAssociatesAdditional Job DescriptionBenefitsPNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.
All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace.We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.