Sales Assistant - PNC Wealth Management

PNC Bank-posted 2 days ago
Full-time • Entry Level
Onsite • Dallas, TX
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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 Dallas, TX. The position will primarily be based at our Preston Road location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

  • 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.
  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • Roles at this level typically require an 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.
  • Associates
  • FINRA Series 7 and 63 licenses required.
  • Business Decisions
  • Client Counseling
  • Client Relationship Building
  • Competitive Advantages
  • Customer Experience (CX)
  • Personal Initiative
  • Relationship Management
  • Results-Oriented
  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
  • Depending on your eligibility, options for full-time employees include: 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.
  • In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.
  • To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .
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