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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing teams to achieve business results and enhance customer experience, with a strong focus on account management, risk mitigation, and sales strategy execution. Proficient in coaching team members and developing talent while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Team ManagementAccount ManagementSales Strategy ExecutionRisk MitigationFINRA Series 7 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementSales PlanningCredit-Risk AnalysisSales Opportunities IdentificationCustomer Relationship Management
Soft Skills
CoachingConflict ManagementDecision MakingEffective CommunicationCritical Thinking
Tools & Technologies
Sales ToolsReporting Tools
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 License
Industry Keywords
Customer ExperienceRisk ManagementRegulatory ComplianceProspect ManagementNegotiation
About the role
Key responsibilities & impact- Manage and direct a team to achieve business results and customer experience goals
- Oversee execution of strategy
- Lead and coordinate daily customer and prospect management activities
- Coach team members to attract new customers and grow existing relationships
- Develop and oversee account and sales plans
- Manage risk/return and drive quality for new and existing clients
- Identify and mitigate regulatory, reputational, operational, and credit risks
- Build senior internal and external relationships to acquire clients and enhance client experience
- Bring the full range of PNC products and services to clients
- Use reporting and sales tools to identify and convert sales opportunities
- Develop team members and monitor progress against individual goals
- Recruit top talent and manage performance issues
- Plan, organize, direct, analyze, and evaluate staff and processes
- Coach team members on credit-risk analysis, evaluation, mitigation, and credit requests using advanced credit fundamentals and internal credit policies
Requirements
What you’ll need- University/college degree typically required for roles at this level
- 8+ years of industry experience typically required
- At least 5 years of prior management experience typically required
- Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
- FINRA Series 7 license required
- FINRA Series 63 license required
- Knowledge of account management, client prospecting, competitive advantages, customer relationships, sales opportunities, negotiation, and results orientation
- Conflict management, decision making and critical thinking, effective communications, managing multiple priorities, sales management, and selling
- Must comply with applicable FDIA Section 19 and FINRA requirements regarding criminal history
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level
- Additional paid time off based on years of service