Financial Sales Consultant

PNC • Dayton, OH

121d • $43,000 - $76,700

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. This position is primarily based in Dayton, OH. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. Within this team, WorkPlace Banking is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant, you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Typically requires 3+ years experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Nice To Haves

• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management

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.
• Understands PNC capabilities, educates and coaches customers on technology options.

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
• Paid maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree