Financial Sales Consultant - Roseville, United States - PNC Financial Services Group

PNC Financial Services Group

Verified Company

Roseville, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Profile

Position Overview

At 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 Sacramento, CA. 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 Banker - 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.

Bilingual Spanish Preferred

Job Description:

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.

Stengthens 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.

Competencies

Addressing Customer Needs - Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

Branch Banking Services - Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.

Customer Acquisition - Knowledge of and ability to implement the methods used to acquire new customer relationships.

Customer Experience Management.

- 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.

Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Sales Closing and Agreements - Knowledge of and the ability to close deals and reach final sales agreements.

Sales Proposals and Presentations - Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Selling.

- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.

Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowle