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PNC · 3 days ago

Financial Sales Consultant

West Allis, WI

Full-time

Onsite

Mid Level

3+ years exp

PNC is a company that values its employees as a key competitive advantage. The Financial Sales Consultant role focuses on enhancing employee financial wellness through proactive sales and educational initiatives in various client organizations.

BankingFinanceFinancial Services

No H1B

Responsibilities

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

Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals

Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners

Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations

Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet

Strengthens client relationships through planning continued on-site events

Understands PNC capabilities, educates and coaches customers on technology options

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)

Qualification

Client Relationship BuildingCustomer AcquisitionSales ClosingNew Business DevelopmentNegotiationManaging Multiple PrioritiesGroup Problem SolvingCompetitive StrategiesCustomer LoyaltyRelationship ManagementEffective Communications