Financial Wellness Solutions Analyst - Retail Banking

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 39,000 - 127,000; Full time

Job summary

PNC in Raleigh, NC is seeking a Retail Banking - Financial Wellness Solutions Analyst for a 24‑month development program. You will gain hands-on experience across sales, banking services, and financial wellness solutions while preparing for production roles within PNC.

Successful candidates typically hold a Bachelor's degree and demonstrate strong communication, collaboration, and adaptability. In-office work is expected with travel up to 10% outside your market and 90% local travel.

Qualifications

• Roles at this level are filled by recent university graduates with little or no professional experience but possessing relevant skills.
• Preferred majors include Finance, IT, Economics, Marketing, Mathematics, and related fields with GPA 3.0 or higher.

Responsibilities

• Performs or assists in banking activities, including researching clients or prospects and preparing proposals.
• Acquires new clients through prospecting, networking and relationship-building.
• Manages client relationships to deliver an exceptional experience and deepen shares of wallet.
• Identifies client needs and aligns solutions to financial goals.
• Interacts with clients to gather information and expand relationships.
• Participates in mentoring, job shadowing and community outreach for foundational learning.
• Engages in formal training to develop role-specific skills.

Skills

Analytical Thinking

Effective Communications

Customer Focused

Project Management

Flexibility

Information Capture

Business Acumen

Self-Directed Growth

Education

Bachelor's degree

Job description

PNC in Raleigh, NC is seeking a Retail Banking - Financial Wellness Solutions Analyst for a 24‑month development program. You will gain hands-on experience across sales, banking services, and financial wellness solutions while preparing for production roles within PNC.

Successful candidates typically hold a Bachelor's degree and demonstrate strong communication, collaboration, and adaptability. In-office work is expected with travel up to 10% outside your market and 90% local travel.