Director of Finance overseeing all financial aspects and accounting activities for manufacturing company. Collaborating with management for strategic financial planning and reporting requirements.
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.
Requirements
- 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)
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
- 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
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