PNC · 1 month ago
Sales Assistant - PNC Wealth Management
OH - Cincinnati (45241)
Full-time
Onsite
Mid Level
$31K/yr - $56K/yr
3+ years expPNC is a financial services company that values its employees as its greatest differentiator. The Sales Assistant within PNC Wealth Management will provide essential support for client relationships, ensuring compliance and accuracy in documentation and serving as a primary contact for clients.
BankingFinanceFinancial Services
No H1B
Responsibilities
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
Qualification
Required
FINRA Series 7/63 licenses required
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
Preferred
Business Decisions
Client Counseling
Client Relationship Building
Competitive Advantages
Customer Experience (CX)
Personal Initiative
Relationship Management
Results-Oriented
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
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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