Financial Sales Consultant

 

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. May mentor, coach and onboard team members and serve as subject matter resource
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.

Organization PNC Financial Services Group
Industry Sales Jobs
Occupational Category Financial Sales Consultant
Job Location California,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-09-23 4:41 pm
Expires on 2024-12-23