About the role

Financial Wellness Consultant managing client relationships at PNC. Developing financial wellness programs with innovative banking and investing solutions while fostering client engagement.

Responsibilities

Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals.
Typically works with clients with basic levels of risk and complexity of needs.
Generally works with higher degree of supervision.
With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
Manages risk/return and drives quality for new and/or existing clients.
Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
Focuses on increasing client engagement and loyalty.
Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
Demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

3+ years of relevant / direct industry experience
Preferred Skills: Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies: Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling.
Roles at this level typically require a university / college degree or a comparable combination of education, job specific certification(s), and experience (including military service)

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
8 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