WorkPlace Banker - Financial Sales Consultant (MLO)
Company: PNC Financial Services Group
Posted on: June 25, 2022
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. This is a hybrid outside sales position which
provides flexibility to work both in the assigned geography and
remote and is based in Berwyn, PA. Certain job responsibilities
require time in the office and onsite at clients on a regular
basis. Bilingual Spanish Preferred.
PNC Organizational Financial Wellness is a collaborative business
segment that delivers comprehensive financial wellness advice and
solutions to clients and consumers. Within this team, WorkPlace
Banking is designed to help improve employee financial wellbeing,
strengthen employee financial awareness, and increase convenience
through digital banking that includes money management tools. As a
WorkPlace Banker - Financial Sales Consultant, you will work in an
outbound sales capacity, facilitating in-person new hire
orientations, delivering financial education seminars and
multi-faceted benefits programs to the employee base within our
Builds the retail customer base through proactive, outbound quality
sales conversations. Creates customer loyalty and grows customer
share of wallet through a differentiated customer experience.
Sells the bank's products and services to existing and prospective
clients outside of branch in non-PNC locations, demonstrating how
PNC can help them achieve their financial goals. Identifies and
independently acts upon sales opportunities to achieve assigned
sales goals. Makes connections with PNC ecosystem partners.
Builds a strong pipeline of appointments for branch and ecosystem
partners. Demonstrates value for customers to continue a deeper
needs-based conversation to achieve financial well-being.
Creates an exceptional customer experience at events in a variety
of external locations to drive desired acquisition, customer
loyalty and increased share of wallet.
Understands PNC capabilities, educates and coaches customers on
Selling at non-PNC locations requires: Access to a reliable vehicle
transportation for travel to multiple work locations on a daily
basis; and the ability to lift and carry up to 25 pounds (inclusive
of, but not limited to, marketing materials, collateral and/or
other promotional items as required).
PNC Employees take pride in our reputation and to continue building
upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that
align customer needs and satisfaction as primary considerations in
all business decisions and able to leverage that information in
creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks
associated with their business objectives and activities to ensure
they adhere to and support PNC's Enterprise Risk Management
Addressing Customer Needs - Knowledge of and ability to meet
customer needs by offering appropriate products in an appropriate
Branch Banking Services - Knowledge of the responsibilities,
issues, regulations, business practices, and operations of retail
banking branches; ability to provide qualified services to
Customer Acquisition - Knowledge of and ability to implement the
methods used to acquire new customer relationships.
Customer Experience Management. - Implements the strategies and
techniques used to ensure that customers have a positive experience
with the organization and its products and services at every touch
Effective Communications - Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Managing Multiple Priorities - Ability to manage multiple
concurrent objectives, projects, groups, or activities, making
effective judgments as to prioritizing and time allocation.
Sales Closing and Agreements - Knowledge of and the ability to
close deals and reach final sales agreements.
Sales Proposals and Presentations - Knowledge of sales processes,
tools, and techniques; ability to prepare and present formal
recommendations for how the organization can meet the customer's
Selling. - Applies knowledge of banking products and services to
meet customer needs and enable them to achieve their financial
goals. Identifies prospecting approaches to identify potential
customers and create opportunities to sell financial solutions and
ideas to customers.
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 and
experience (including military service) may be considered.
Additional Job Description
PNC offers employees 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; maternity and parental leave; paid
holidays, vacation days and occasional absence time; 401(k),
pension and stock purchase plans; dependent care reimbursement
account; back-up child/elder care; adoption assistance; educational
assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits
for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons
regardless of race, color, sex, religion, national origin, age,
sexual orientation, gender identity, disability, veteran status, or
other categories protected by law.
Refer to the California Consumer Privacy Act Privacy Notice to gain
understanding of how PNC may use or disclose your personal
information in our hiring practices.
Keywords: PNC Financial Services Group, Philadelphia , WorkPlace Banker - Financial Sales Consultant (MLO), Sales , Berwyn, Pennsylvania
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