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A leading financial services provider is seeking a candidate for a client-facing role to help customers achieve their financial goals. The ideal applicant will have over 3 years of experience in financial services and a strong focus on customer satisfaction. Responsibilities include identifying sales opportunities and connecting clients with appropriate services. This role offers competitive benefits and a dynamic work environment.
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Demonstrating how PNC can help clients achieve their financial goals. Identifies and independently acts upon sales opportunities to meet sales targets. Responsible for connecting clients with PNC services (e.g., Investment, Mortgage, consumer loans) based on their financial needs.
Builds customer relationships through onboarding new clients and maintaining a pipeline of appointments for branch and PNC partners. Engages in needs-based conversations to enhance financial well-being.
Creates an exceptional customer experience at events in external locations to drive acquisition, loyalty, and share of wallet. Plans ongoing on-site client events to strengthen relationships.
Educates customers on PNC capabilities and technology options.
For sales at non-PNC locations: Reliable vehicle transportation and ability to lift up to 40 pounds are required.
PNC employees are expected to be:
Qualifications
Candidates should demonstrate relevant skills, experience, and education. Typically, 3+ years of experience and an associate degree are required; equivalent experience may suffice.
Preferred Skills
AML, Customer Loyalty, Financial Modeling, Sales Opportunities, Technology Leveraging, Portfolio Management, and related skills.
Work Experience
Usually requires 3+ years of related experience or product knowledge.
Education
No Degree required.
Certifications
No specific certifications required.
Licenses
Must pass background checks, have a valid driver's license, and meet driving requirements, including a medical exam.
Pay Transparency
Salaries vary by location and experience; role may include incentives based on performance.
Application Window
This posting is expected to remain open for about two business days from 08/18/2025, possibly longer.
PNC offers comprehensive benefits, including health coverage, retirement plans, paid time off, and wellness programs. Details are available at Your PNC Total Rewards.
Disability Accommodations
For accommodations during the application process, contact us via email or phone as specified. All information is confidential.
EEO Statement
PNC provides equal employment opportunities regardless of protected categories. The position may be subject to background checks and licensing requirements under federal law.