Sales Assistant - PNC Wealth Management

PNC Bank•Englewood, CO

2d•Onsite

About The Position

At PNC, the Sales Assistant within PNC Wealth Management is a key role based in Denver, CO at the South Broadway location. The company emphasizes its people as a differentiator and aims to deliver the best customer experience through an inclusive workplace culture. This is an in-office position, and candidates are encouraged to understand workplace expectations. The role involves providing sales, service, and execution support for new and ongoing client relationships. This includes gathering required documentation, preparing, reviewing, and verifying documents and relevant information for accuracy. The Sales Assistant performs common processing, ensures compliance with standard regulations and processes, and may administer implementation plans. They act as a point of contact for clients, client teams, or service partners, escalating client implementation and servicing issues as necessary. Responsibilities also include initiating, updating, and verifying client, account, or transaction details in relevant systems/applications, providing reports as needed, and potentially performing general administrative support. PNC employees are expected to be customer-focused, aligning business decisions with customer needs, and adept at managing risks in accordance with PNC's Enterprise Risk Management Framework.

Requirements

Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
Typically requires 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.
Demonstrate appropriate knowledge, skills, and abilities for a role.
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.
Be Customer Focused - 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.
Manage Risk - 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.

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