Hybrid Financial Sales Consultant

at PNC

• Job title: Financial Sales Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $37,440 - $76,700 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Peoria, United States

About the role

• Financial Sales Consultant helping improve employee financial wellbeing through direct outreach and education. Selling PNC’s financial solutions while building client relationships and fostering loyalty.

Responsibilities

• 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
• Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations
• Identifies and independently acts upon sales opportunities to achieve assigned sales goals
• Responsible for establishing connections between clients and PNC partners 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
• Strengthens client relationships through planning continued on-site events

Requirements

• 3+ years experience
• Associates or equivalent degree or a comparable combination of education, job specific certification(s), and experience
• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management Competencies
• Addressing Customer Needs
• Branch Banking Services
• Customer Acquisition
• Customer Experience Management
• Effective Communications
• Managing Multiple Priorities
• Sales Closing and Agreements
• Sales Proposals and Presentations
• Selling

Benefits

• 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
• 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