Sales Leader – Financial Wellness Solutions

Jobtailor; Arizona; On-site; USD 100,000 - 140,000; Full time

Job summary

PNC in Arizona is seeking an experienced leader to manage a team to achieve business results and customer experience goals, oversee strategy execution, and coordinate daily customer and prospect management activities.

You will acquire new customers, grow existing relationships through coaching and defined strategies, and develop account and sales plans while managing risk and credit quality. A bachelor’s degree and 8+ years in the industry with 5+ years in management are expected.

Qualifications

• University/college degree typically required
• Bachelor's degree listed under Education
• Industry experience typically 8+ years
• At least 5 years of prior management experience typically required
• No required certifications or licenses
• Knowledge of account management, client prospecting, competitive advantages, customer relationships, identifying sales opportunities, negotiation, and results orientation
• Competencies in conflict management, decision‑making and critical thinking, effective communications, managing multiple priorities, sales management, and selling
• Advanced knowledge of credit fundamentals and internal credit policies

Responsibilities

• Manage and direct a team to achieve business results and customer experience goals
• Oversee execution of strategy
• Lead and coordinate daily customer and/or prospect management activities
• Acquire new customers and grow existing customer relationships through coaching and defined strategies
• Develop and oversee account and sales plans
• Manage risk/return and drive quality for new and existing clients
• Identify and mitigate regulatory, reputational, operational, and credit risks
• Build senior internal and external relationships to acquire clients, expand relationships, and enhance client experience
• Promote PNC's full range of products and services
• Use reporting and sales tools to identify and convert sales opportunities
• Develop team members and monitor progress against individual goals
• Motivate and develop staff, acquire talent, and manage performance issues
• Plan, organize, direct, analyze, and evaluate staff and processes
• Connect strategy to daily activities and regularly update the team
• Coach team members on analyzing, evaluating, and mitigating credit risk and leading others on credit requests

Skills

Team Leadership

Account Management

Sales Strategy

Risk Mitigation

Client Relationships

Negotiation

Critical Thinking

Effective Communication

Education

Bachelor's degree

Tools

Sales Tools

Reporting Tools

Job description

• Manage and direct a team to achieve business results and customer experience goals
• Oversee execution of strategy
• Lead and coordinate daily customer and/or prospect management activities
• Acquire new customers and grow existing customer relationships through coaching and defined strategies
• Develop and oversee account and sales plans
• Manage risk/return and drive quality for new and existing clients
• Identify and mitigate regulatory, reputational, operational, and credit risks
• Build senior internal and external relationships to acquire clients, expand relationships, and enhance client experience
• Promote PNC's full range of products and services
• Use reporting and sales tools to identify and convert sales opportunities
• Develop team members and monitor progress against individual goals
• Motivate and develop staff, acquire talent, and manage performance issues
• Plan, organize, direct, analyze, and evaluate staff and processes
• Connect strategy to daily activities and regularly update the team
• Coach team members on analyzing, evaluating, and mitigating credit risk and leading others on credit requests

Requirements

• University/college degree typically required
• Bachelor's degree listed under Education
• Industry experience typically 8+ years
• At least 5 years of prior management experience typically required
• Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree
• Knowledge of account management, client prospecting, competitive advantages, customer relationships, identifying sales opportunities, negotiation, and results orientation
• Competencies in conflict management, decision‑making and critical thinking, effective communications, managing multiple priorities, sales management, and selling
• Advanced knowledge of credit fundamentals and internal credit policies
• No required certifications or licenses
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates strong leadership in managing teams to achieve business results and enhance customer experience, with a focus on account management, sales strategy execution, and risk mitigation. Possesses advanced knowledge of credit fundamentals and effective communication skills to build and maintain client relationships.

Highest-signal resume keywords

• Team Management
• Account Management
• Sales Strategy Execution
• Risk Mitigation
• Client Relationship Building

Hard Skills

• Account Management
• Sales Planning
• Credit Fundamentals
• Risk Management
• Sales Opportunity Identification

Soft Skills

• Effective Communication
• Conflict Management
• Decision‑Making
• Critical Thinking
• Motivational Leadership

Industry Keywords

• Customer Experience
• Client Prospecting
• Negotiation
• Results Orientation
• Operational Risk

Tools & Technologies

• Sales Tools
• Reporting Tools