Search jobs > Marietta, GA > Part-time > Financial consultant

Financial Sales Consultant

PNC Financial Services Group, Inc.
Marietta, GA, United States
Full-time
Part-time

Position Overview

At 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 position is primarily based in Marietta, GA. Responsibilities require time in the office or in the field on a regular basis.

Some responsibilities may be performed remotely, at manager's discretion.

PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers.

Within this team, WorkPlace Banking is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools.

As a WorkPlace Banker - Financial Sales Consultant, you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations.

Bilingual Spanish Preferred

Job Description

  • 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.

Stengthens 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).

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

Preferred Skills

Client Relations, Community Development, Competitive Strategies, Customer Loyalty, Negotiation, New Business Development, Problem Solving, Relationship Management

Competencies

Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management., Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling.

Work Experience

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.

Education

Associates

Certifications

No Required Certification(s)

Licenses

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

Benefits

  • PNC offers 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; 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility* : 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; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com >

New to PNC.

For more information, please click on the following links :

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.

com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance.

All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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 California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

17 days ago
Related jobs
Promoted
VOYA Financial Inc.
Atlanta, Georgia

The Regional Sales Consultant is responsible for leading and driving territory growth by creating and maintaining relationships with advisors to position our mutual fund platform. Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions. Together we fight for e...

Bein Financial Group
Atlanta, Georgia
Remote

Remote Insurance Sales Consultant Do you ever dream of your income finally reflecting the hard work you put in every day, truly rewarding your efforts? Within our agency and community, the potential to earn a income that reflects your efforts. Top 5000 companies for an impressive 7 consecutive years...

Ea Agency / Symmetry Financial Group
Atlanta, Georgia
Remote

Are ready for a career with time flexibility and uncapped income?  Are you looking for a proven system that delivers consistent results and allows you to grow? If you answered YES to any of those, THIS IS THE PLACE FOR YOU! APPLY NOW! **This is a 100% COMMISSION ONLY position WHO ARE WE? The EA...

Bein Financial Group
Atlanta, Georgia
Remote

Are you tired of being confined to a traditional office setting for your sales career? With Our Agency, you can break free from the shackles of the nine-to-five routine and achieve Our Agency has a cutting-edge sales platform designed to empower sales professionals to excel in a remote work environm...

PNC Bank NA
Atlanta, Georgia

Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling. Builds the retail customer base through proactive, outbound quality sales conv...

Bein Financial Group
Atlanta, Georgia

As a Remote Sales Consultant, you will: Utilize your exceptional sales skills to identify and prospect potential clients in the financial services and insurance sector. Join us and unlock your full potential as a Remote Sales Consultant in the exciting and ever-evolving financial services and insura...

Voya Financial
Atlanta, Georgia

The Regional Sales Consultant is responsible for leading and driving territory growth by creating and maintaining relationships with advisors to position our mutual fund platform. Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions. Execute marketing campa...

Promoted
Chico's
Woodstock, Georgia

The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...

Promoted
VirtualVocations
Alpharetta, Georgia

A company is looking for an Analyst. ...

Promoted
Spencer Gifts
Douglasville, Georgia

The Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss prevention in adherence to all Company policies and procedures. The Sales Associate is responsible for maintaining Guest Services as per C...