Sales Assistant - PNC Wealth Management

PNC Bank•Scottsdale, AZ

2d•Onsite

About The Position

The Sales Assistant role within PNC Wealth Management provides sales, service, and execution support for new and ongoing client relationships. The role gathers required documentation; prepares, reviews, and verifies documents and related information for accuracy; and performs common processing in compliance with standard regulations and processes. It may also administer implementation plans and provide general administrative support. The Sales Assistant acts as a point of contact for clients, client teams, or service partners, escalating implementation and servicing issues as needed. The role initiates, updates, and verifies client, account, or transaction details in relevant systems and applications, and provides reports as needed. PNC emphasizes customer focus and effective management of risks in support of its Enterprise Risk Management Framework. The role is in-office, with candidates considered in multiple locations; candidates are encouraged to confirm workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, as well as related experience or product knowledge.
Typically requires 3 or more years of experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Required competencies include accuracy and attention to detail; customer support; policies, standards, and procedures; decision-making and critical thinking; effective communication; flexibility and adaptability; managing multiple priorities; problem management; products and services; and sales support and administration.
No required certifications.
No required licenses.
No required or preferred language assessments.

Nice To Haves

Preferred skills include business decisions, client counseling, client relationship building, competitive advantages, customer experience, personal initiative, relationship management, and results orientation.

Responsibilities

Provide sales, service, and execution support for new and ongoing client relationships.
Gather required documentation.
Prepare, review, and verify documents and related information for accuracy.
Perform common processing in accordance with standard regulations and processes.
May administer implementation plans.
Act as a point of contact for clients, client teams, or service partners.
Escalate client implementation and servicing issues as necessary.
Initiate, update, and verify client, account, or transaction details in relevant systems and applications.
Provide reports as needed.
May perform general administrative support.
Focus on customer needs and satisfaction when making business decisions and creating customer solutions.
Assess and manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, depending on eligibility.
Dental and vision options, depending on eligibility.
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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.