Bilingual Spanish Required

2 weeks ago


Coral Gables, United States PNC Financial Services Group Full time

Job Profile

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 Coral Gables, FL. 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. 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.

Bilingual Spanish Required

**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.

Competencies

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.

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 Ex



  • Coral Gables, United States Verizon Communications, Inc. Full time

    As a full-time Verizon Retail Sales Associate, youll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Here's what you can expect: Generate retail sales b Sales Associate, Retail Sales, Bilingual, Spanish, Retail, Sales


  • Coral Gables, United States Truist Financial Corporation Full time

    This is an in-office position. The location is 201 Alhambra Circle, Coral Gables, FL. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business developmen Client Service, International, Spanish, Bilingual, Financial Advisor, Associate, Banking, Education


  • Coral Gables, United States Doyle Security Services Full time

    Job DescriptionJob DescriptionDoyle Security Services (DSS) is currently seeking Bilingual/Spanish Experienced UNARMED SECURITY OFFICERS in Doral, Florida area. Pay Rate: $ 16.50/hr.Shifts Available: All Shifts UNARMED SECURITY OFFICER WILL BE RESPONSIBLE FOR:Securing premises and personnel by patrolling property; monitoring surveillance equipment;...


  • Coral Gables, United States Baptist Health South Florida Full time

    Oversee all daily departmental operations through proactively addressing employee, patient, and organizational needs on a timely and consistent manner, while building positive relationships within Baptist Health South Florida. Practices the BHSF philosophy of service excellence in providing professional, compassionate and friendly service to patients of all...


  • Coral Springs, United States Integrity Healthcare Full time

    Fulltime opportunity for a BC/ BE Family Medicine Physician Requires Spanish bilingual Multispecialty group practice with 3 locations in South Florida Beautiful new office space in Coral Springs opened in 2021 In addition to primary care, clinic offe Physician, Family, Bilingual, Medicine, Spring, Healthcare, Staffing


  • Coral Gables, Florida, United States Richemont Full time

    Client Services Intern The Client Intern is responsible for assisting the Client team in both Client Service and Client Relation Management activities of the Cartier Brand in the territory of South America (Latin America, Brazil, and the Caribbean). KEY RESPONSIBILITIES Operationally support the client service strategy implementation:Assists the Client...

  • Tax Accountant

    2 weeks ago


    Coral Gables, United States Rodriguez CPA & Advisors PLLC Full time

    Job DescriptionJob DescriptionRodriguez CPA & Advisors is seeking a Tax Accountant/Associate with 3+ years of technical tax accounting experience for our Coral Gables office. Seeking self-motivated professionals with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment. This is a full-time position (40hrs)....

  • Tax Accountant

    3 weeks ago


    Coral Gables, United States Rodriguez CPA & Advisors PLLC Full time

    Job DescriptionJob DescriptionRodriguez CPA & Advisors is seeking a Tax Accountant/Associate with 3+ years of technical tax accounting experience for our Coral Gables office. Seeking self-motivated professionals with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment. This is a full-time position (40hrs)....


  • Coral Gables, United States Del Monte Fresh Produce Full time

    Accountabilities:This position is responsible for product coordination between sales, ports of entry, and production areas for DM's Core Products. Coordinates inventory management of North America ports the commodity and supports the sales team in their day-to-day sales/ tasks to keep the business aligned to sales quotas. Consolidate the sales forecast and...


  • Coral Gables, United States Richemont Full time

    Client Services Intern  The Client Intern is responsible for assisting the Client team in both Client Service and Client Relation Management activities of the Cartier Brand in the territory of South America (Latin America, Brazil, and the Caribbean).   KEY...


  • Coral Gables, Florida, United States Del Monte Fresh Produce Full time

    Accountabilities:This position is responsible for product coordination between sales, ports of entry, and production areas for DM's Core Products. Coordinates inventory management of North America ports the commodity and supports the sales team in their day-to-day sales/ tasks to keep the business aligned to sales quotas. Consolidate the sales forecast and...


  • Coral Gables, United States UBS Full time

    Your role Are you skilled at top notch client service? Do you know how to take care of people? We are looking for a registered client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other material for client meetings collect the right...


  • Coral Gables, United States Ana M. Veliz, P.A. Full time

    Are you ready to be part of a legal team that transcends the traditional? Ana M. Veliz, P.A. is not your average law firm. Located in Coral Gables with over 35 years of experience, we have been a steadfast support for Miami families, specializing in wills and trusts, asset protection, probate and trust administration, and business formation and...


  • Coral Gables, United States Ana M. Veliz, P.A. Full time

    Are you ready to be part of a legal team that transcends the traditional? Ana M. Veliz, P.A. is not your average law firm. Located in Coral Gables with over 35 years of experience, we have been a steadfast support for Miami families, specializing in wills and trusts, asset protection, probate and trust administration, and business formation and...


  • Coral Gables, United States Ana M. Veliz, P.A. Full time

    Are you ready to be part of a legal team that transcends the traditional? Ana M. Veliz, P.A. is not your average law firm. Located in Coral Gables with over 35 years of experience, we have been a steadfast support for Miami families, specializing in wills and trusts, asset protection, probate and trust administration, and business formation and...


  • Coral Gables, United States Soluna MD Full time

    Job DescriptionJob DescriptionWe are a leading medical facility located in the vibrant city of Coral Gables. We are dedicated to providing exceptional healthcare services to our patients in a warm and welcoming environment. Our team of experienced medical professionals is committed to delivering the highest standard of care. We are currently seeking a...


  • Coral Springs, United States Deco Recovery Management Full time

    Company Description Since 1993, Our team is driven to make the DECO Difference each day! We believe exceptional efforts produce exceptional results; focusing on a compassionate, empathetic patient-advocacy approach to eligibility services that not only provides hospitals with a targeted revenue flow solution for their uninsured and under-insured...


  • Coral Gables, United States Staffing Specifix Full time

    Job DescriptionJob DescriptionNamed one of America's fastest-growing Private Companies by INC. 5000 for 4 consecutive years!!We are currently searching for a DYNAMIC Front Desk Coordinator to join our growing team in our current CORAL GABLES LOCATION LOOKING TO MOVE TO DORAL OR MIAMI LAKES. The chosen candidate will work Monday-Friday 8:00 am-5:00 pm...


  • Coral Gables, United States INSPIRE Full time

    At INSPIRE, we know the value of exceptional people. We pride ourselves on providing our employees with growth and career oriented succession planning. INSPIRE operates each day in a customer-focused, innovative, and team-based environment. Our people are the primary reason for our success. Come work for us as an Audio Visual Technician. We provide quality...


  • Coral Gables, Florida, United States Del Monte Fresh Produce Full time

    Purpose of Position:This position is primarily responsible for providing timely and high-quality customer service to internal and external customers within agreed timelines, which may require additional analysis, reporting and customer contact to both internal customers and external suppliers to investigate, troubleshoot, and resolve issues. Perform various...