Apply on Employer Site

PNC · 2 days ago

Financial Sales Consultant

San Antonio, TX

Full-time

Onsite

Mid Level

3+ years exp

PNC is a company that emphasizes the importance of its people in delivering exceptional customer experiences. The Financial Sales Consultant role focuses on improving employee financial wellbeing and delivering financial education seminars, while actively engaging in outbound sales to grow customer relationships.

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 BuildingNew Business DevelopmentSales ClosingCustomer Experience ManagementEffective CommunicationsCommunity DevelopmentGroup Problem SolvingCompetitive StrategiesRelationship ManagementManaging Multiple PrioritiesSales ProposalsSellingNegotiation

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

Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis

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)

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations