Relationship Mgr I - Financial Wellness Consultant
Company: PNC Financial Services Group, Inc.
Location: Fort Lauderdale
Posted on: August 3, 2022
Job Description:
Position OverviewAt 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 Fort Lauderdale, FL. Certain job responsibilities
require time in the office and onsite at clients on a regular
basis.PNC Organizational Financial Wellness is a collaborative
business segment that delivers comprehensive financial wellness
advice and solutions to clients and consumers. As a Relationship
Manager I - Financial Wellness Consultant you will develop and
uncover collaborative relationships with human resources
decision-makers, or dedicated benefits managers to design a custom
program for their organization, which will provide employees of
corporate clients with advice and services including HSA plans,
personal banking, budgeting tools and retirement plans.
Additionally, you will work closely with our internal corporate
partners to create new opportunities within the dedicated
territory, while expanding our client base.Job Description
- Handles relationship management activities with new and/or
existing clients in a book of business to grow sales, revenue and
market share with relevant sales goals. Typically works with
clients with basic levels of risk and complexity of needs.
Generally works with higher degree of supervision.
- With direction, acquires and/or expands and retains client
relationships to generate revenue and deepen share of wallet.
Handles the origination, financial analysis, negotiation and
documentation of credit and non-credit products and services.
- Manages risk/return and drives quality for new and/or existing
clients. Actively identifies and mitigates different types of risk,
such as regulatory, reputational, operational and credit
risks.
- Focuses on client opportunities by providing ideas and insights
based on an understanding of the client's needs and their financial
well-being. Focuses on increasing client engagement and
loyalty.
- Builds an effective network of internal and external
relationships, such as community and industry relationships, to
actively acquire new clients and/or expand existing clients and
enhance the client experience. Focuses on bringing entire bank to
the client by presenting the full range of PNC's products and
services. Leverages reporting and sales tools to proactively
identify and successfully convert sales opportunities.
- As defined with the business, demonstrates ability to analyze,
evaluate and mitigate credit risk by utilizing knowledge of credit
fundamentals and internal credit policies.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
Framework.CompetenciesBusiness Acumen - Knowledge, insight, and
understanding of business concepts, tools, and processes that are
needed for making sound decisions in the context of the company's
business; ability to apply this knowledge appropriately to diverse
situations.Client Relationship Management - Knowledge and ability
to determine and satisfy client needs and maintain a partnering
relationship during engagements; includes influencing,
communicating, presenting, facilitating, managing and developing
others.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 point.Decision Making and Critical Thinking -
Understanding of the issues related to the decision-making process;
ability to analyze situations fully and accurately, and reach
productive decisions.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.Prospecting - Knowledge of prospecting
principles, processes and skills; ability to identify and engage
potential customers in the market.Sales Negotiating - Applies
successful financial sale solutions to negotiation concepts and
techniques; ability to negotiate successfully across the
organization and with customers in a constructive and collaborative
manner. Negotiate structures and closes customer sales.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.Tech Savvy - Advise, educate and engage clients on a
variety of technological tools and resources allowing them to
explore solutions to achieve their goals and financial well
being.Work ExperienceRoles at this level typically require a
university / college degree, with 3+ years of relevant / direct
industry experience. Certifications are often desired. In lieu of a
degree, a comparable combination of education and experience
(including military service) may be considered.EducationBachelors
(Required)Additional Job DescriptionBenefitsPNC 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 > 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 pathfinder@pnc.com. -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.California Residents Refer to the to gain understanding of
how PNC may use or disclose your personal information in our hiring
practices.
Keywords: PNC Financial Services Group, Inc., Fort Lauderdale , Relationship Mgr I - Financial Wellness Consultant, Accounting, Auditing , Fort Lauderdale, Florida
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