Sales Assistant - PNC Wealth Management

PNC•San Antonio, TX

4d•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 position gathers required documentation and prepares, reviews, and verifies documents and related information for accuracy. It performs common processing in accordance with standard regulations and procedures and may administer implementation plans. The role serves as a point of contact for clients, client teams, or service partners, escalating client implementation and servicing issues when necessary. It initiates, updates, and verifies client, account, or transaction details in relevant systems and applications, provides reports as needed, and may perform general administrative support. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Visa sponsorship and STEM OPT participation are not available for this position. Employees are expected to focus on customers and effectively manage risks in accordance with PNC's Enterprise Risk Management Framework.

Requirements

Typically requires an associate degree or equivalent, along with 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.
No required certifications.
No required licenses.

Nice To Haves

Preferred skills include business decisions, client counseling, client relationship building, competitive advantages, customer experience, personal initiative, relationship management, and results orientation.
Relevant competencies include 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; and sales support and administration.

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.
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.
Prioritize 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, 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.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and years of service.