Sales Assistant - PNC Wealth Management

PNC•Birmingham, AL

4d•Onsite

About The Position

The Sales Assistant provides sales, service, and execution support for new and ongoing client relationships within PNC Wealth Management. The position gathers required documentation and prepares, reviews, and verifies documents and related information for accuracy. It performs common processing in compliance with standard regulations and processes and may administer implementation plans. The Sales Assistant serves as a point of contact for clients, client teams, or service partners, escalating implementation and servicing issues as needed. The role also initiates, updates, and verifies client, account, or transaction details in relevant systems and applications, provides reports as needed, and may perform general administrative support. The position is based in Birmingham, Alabama, and PNC describes itself as an in-office company. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent and related experience or product knowledge; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Typically requires 3 or more years of experience.
Demonstrate accuracy and attention to detail, customer support policies and procedures, critical thinking and decision-making, effective communication, flexibility, ability to manage multiple priorities, problem management, product and service knowledge, and sales support and administration skills.

Nice To Haves

Business decision-making skills.
Client counseling skills.
Client relationship-building skills.
Knowledge of competitive advantages.
Customer experience (CX) skills.
Personal initiative.
Relationship management skills.
Results-oriented approach.

Responsibilities

Provide sales, service, and execution support for new and ongoing client relationships.
Gather required documentation and prepare, review, and verify documents and relevant information for accuracy.
Perform common processing in compliance with standard regulations and processes; may administer implementation plans.
Act as a point of contact for clients, client teams, or service partners and escalate 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.
Apply customer-focused practices and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, subject to eligibility.
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 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.
Nine 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.