Sales Assistant - PNC Wealth Management

PNC Bank•Hanover, PA

2d•Onsite

About The Position

As a Sales Assistant within PNC’s Wealth Management organization, the employee will be based in Hanover, Pennsylvania, and support new and ongoing client relationships through sales, service, and execution activities. The position is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role gathers required documentation; prepares, reviews, and verifies documents and information for accuracy; performs routine processing in accordance with applicable regulations and procedures; and may administer implementation plans. The Sales Assistant serves as a point of contact for clients, client teams, or service partners, escalating implementation or servicing issues as needed. The position also initiates, updates, and verifies client, account, or transaction information in relevant systems, prepares reports, and may provide general administrative support. Employees are expected to focus on customers and manage risks in accordance with PNC’s Enterprise Risk Management Framework. PNC describes its workplace as inclusive and supportive, with an emphasis on helping employees thrive and achieve balance.

Requirements

Typically requires an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered in lieu of a degree.
Typically requires 3 or more years of experience.
FINRA Series 7 and Series 63 licenses are required.
Demonstrate appropriate knowledge, skills, and abilities for the role.
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; products and services; and sales support and administration.

Nice To Haves

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

Responsibilities

Provide sales, service, and execution support for new and ongoing client relationships.
Gather required documentation.
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.
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 support of PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.