Licensed Financial Banker Sales Leader - PNC Wealth Management

PNC Bank • Randolph, NC

1d • Onsite

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. As a Licensed Financial Banker Sales Manager within PNC's Wealth Management organization, you will be based in Charlotte, NC. Series 7 and 66 licenses required, 24 preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. This role involves managing and directing a team to achieve business results and customer experience goals. It may also include direct sales and client responsibilities. The position oversees the execution of strategy and leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. The manager is responsible for achieving business results, attracting new customers, and/or growing existing customer relationships by coaching and managing to defined strategies and tactics. This includes developing and overseeing the execution of account and sales plans, managing risk/return, and driving quality for new and/or existing clients. The role actively identifies and mitigates different types of risk, such as regulatory, reputational, operational, and credit risks. It requires managing an effective network of senior internal and external relationships, including community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience, focusing on bringing the full range of PNC's products and services to the client. The manager leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. Additionally, the role involves developing team members while monitoring progress against individual goals, motivating and developing staff, acquiring top talent, and managing performance-based issues. The manager effectively plans, organizes, directs, analyzes, and evaluates staff and processes, connecting strategy to day-to-day activities and updating the team regularly. As defined with the business, the manager coaches team members on skills needed to analyze, evaluate, and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies. PNC Employees are expected to be Customer Focused, knowledgeable of values and practices that align customer needs and satisfaction, and adept at Managing Risk, assessing and effectively managing all risks associated with business objectives to adhere to PNC's Enterprise Risk Management Framework. As a manager of talent, expectations include cultivating diverse teams and inclusive workplaces, role modeling values, driving change and innovation, taking personal ownership to deliver results, empowering and trusting others in decision making, and raising the bar with every talent decision to guide the achievement of all employees and customers.

Requirements

• Series 7 license
• Series 66 license
• Appropriate knowledge, skills, and abilities for a role.
• 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 (Customer Focused).
• 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 (Managing Risk).
• University / college degree (Bachelor's).
• 8+ years of industry experience.
• At least 5 years of prior management experience.
• FINRA Series 7, 24 (or 9,10) and 66 (or 63,65) required.

Nice To Haves

• Series 24 license
• Higher level education such as a Masters degree, PhD, or certifications.
• Account Management
• Client Prospecting
• Competitive Advantages
• Customer Relationships
• Identifying Sales Opportunities
• Negotiation
• Results-Oriented
• Conflict Management
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Sales Management
• Selling

Responsibilities

• Manages and directs a team to achieve business results and customer experience goals.
• May have direct sales and client responsibilities.
• Oversees the execution of strategy.
• Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities.
• Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics.
• Develops and oversees the execution of account and sales plans.
• 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.
• Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
• Focuses on bringing the full range of PNC's products and services to the client.
• Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
• Develops team members while monitoring progress against individual goals.
• Motivates and develops staff, including acquiring top talent and managing performance-based issues.
• Effectively plans, organizes, directs, analyzes and evaluates staff and processes.
• Connects strategy to day-to-day activities and updates the team on a regular basis.
• Coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies.
• Cultivates diverse teams and inclusive workplaces to expand thinking.
• Role models our values with transparency and courage.
• Takes action to drive change and innovation that will transform our business.
• Takes personal ownership to deliver results. Empowers and trusts others in decision making.
• Raises the bar with every talent decision and guides the achievement of all employees and customers.

Benefits

• Medical/prescription drug coverage (with a Health Savings Account feature)
• Dental options
• Vision options
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with PNC match
• Pension plans
• Stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption reimbursement
• Surrogacy reimbursement
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior