PNC · 3 hours ago

Licensed Investment Services Consultant - PNC Investments

United States

Full-time

Remote

Entry Level

1+ years exp

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Responsibilities

Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate.

Promotes growth of PNC's products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate.

Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners.

Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC's core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.

Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Relationship BuildingFinancial AnalysisInvestment BankingFINRA Series 7FINRA Series 66Health InsuranceCredit Risk AnalysisFinancial ModelingPublic SpeakingRelationship ManagementCoaching OthersInterpersonal RelationshipsManaging Multiple PrioritiesMatrix ManagementEffective Communications

Required

University / college degree with < 1 year of professional experience and/or successful completion of a formal development program

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Associates degree

FINRA Series 7, 66 (or 63 & 65) required

Life and Health Insurance required