Sales Assistant - PNC Wealth Management

PNC•Englewood, CO

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 Sales Assistant within PNC Wealth Management, you will be based in Denver, CO at the South Broadway location. 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 provides sales, service and execution support for new and ongoing client relationships. It involves gathering required documentation, preparing, reviewing, and verifying documents and relevant information for accuracy. The position performs common processing and ensures compliance with standard regulations and processes, and may administer implementation plans. The Sales Assistant acts as a point of contact for clients, client teams or service partners, escalating client implementation and servicing issues as necessary. They initiate, update, and verify client, account, or transaction details in relevant systems/applications, provide reports as needed, and may perform general administrative support.

Requirements

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).
Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
3+ years experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Accuracy and Attention to Detail
Customer Support Policies, Standards and Procedures
Decision Making and Critical Thinking
Effective Communications
Flexibility and Adaptability
Managing Multiple Priorities
Problem Management Process
Products and Services
Sales Support and Administration

Nice To Haves

Business Decisions
Client Counseling
Client Relationship Building
Competitive Advantages
Customer Experience (CX)
Personal Initiative
Relationship Management
Results-Oriented

Responsibilities

Provides sales, service and execution support for new and ongoing client relationships.
Gathers required documentation.
Prepares, reviews and verifies documents and relevant information for accuracy.
Performs common processing and ensures compliance with standard regulations and processes.
May administer implementation plans.
Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
Provides reports as needed.
May perform general administrative support.

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
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