PNC

Financial Wellness Consultant

PNC

full-time

Posted on:

Location Type: Office

Location: Cherry Hill • New Jersey • Pennsylvania • United States

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Salary

💰 $55,000 - $127,400 per year

About the role

  • Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals
  • Typically works with clients with basic levels of risk and complexity of needs
  • With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet
  • Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services
  • Manages risk/return and drives quality for new and/or existing clients
  • Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being
  • Focuses on increasing client engagement and loyalty
  • Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience
  • Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services
  • Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

Requirements

  • 3+ years of relevant / direct industry experience
  • Preferred Skills: Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
  • Competencies: Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling.
  • Roles at this level typically require a university / college degree, with certifications often desired
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Financial AnalysisCredit ProductsSales NegotiatingIdentifying Sales OpportunitiesCustomer EngagementDecision Making
Soft Skills
Client Relationship BuildingEffective CommunicationsBusiness AcumenCustomer Experience ManagementCritical ThinkingProspectingSales