Sales and Client Experience Specialist

PNC Financial Services; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

PNC Financial Services in Boca Raton, FL is seeking a Sales and Client Experience Specialist to support sales and customer experience strategy execution across channels. The role emphasizes in-office work and a bilingual Spanish preference, with focus on growing revenue through acquisition, retention, and cross-channel experiences.

You will coach front-line teams, develop readiness materials, coordinate with stakeholders, and monitor performance to close gaps.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Supports sales and customer experience strategy execution. Is accountable for tactical execution in one or more channels.
• Supports the development of tactics aligned with strategic priorities. Implements initiatives to grow revenue including acquisition, growth, retention, and cross-channel experiences.
• Through observation and coaching, identifies variability in performance and makes recommendations to management to address performance gaps .
• Directs the development and delivery of readiness materials for the execution of sales and client experience initiatives.
• Coordinates the execution of sales and customer experience strategies and tactics with key stakeholders. Monitors, observes and coaches at the front line. Communicates results and best practices, and makes recommendations to management.

Skills

Account Management

Competitive Strategies

Customer Experience

Negotiation

Operations Management

Strategic Planning

Education

Bachelors

Job description

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. As a Sales and Client Experience Specialist within PNC's Retail Bank organization, you will be based in Boca Raton, Florida. Bilingual Spanish Preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Supports sales and customer experience strategy execution. Is accountable for tactical execution in one or more channels.
• Supports the development of tactics aligned with strategic priorities. Implements initiatives to grow revenue including acquisition, growth, retention, and cross-channel experiences.
• Through observation and coaching, identifies variability in performance and makes recommendations to management to address performance gaps .
• Directs the development and delivery of readiness materials for the execution of sales and client experience initiatives.
• Coordinates the execution of sales and customer experience strategies and tactics with key stakeholders. Monitors, observes and coaches at the front line. Communicates results and best practices, and makes recommendations to management.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Account Management, Competitive Strategies, Customer Experience (CX), Negotiation, Operations Management, Strategic Planning

Competencies

Decision Making and Critical Thinking, Effective Communications, Influencing, Knowledge Of Sales Channels, Planning and Organizing, Products and Services, Program Management (M0260), Sales Function, Strategic Sales Planning

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers 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; 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.In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. 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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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.