Financial Services Professional

3 hours ago


Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full time

Job Summary: We are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group, Inc.

About the Role: As a Personal Banking Specialist, you will be responsible for engaging customers in sales conversations to identify appropriate financial solutions. You will work closely with customers to understand their financial needs and provide personalized recommendations to help them achieve their financial goals.

Key Responsibilities:

  • Manage customer relationships and identify opportunities to improve their financial wellbeing.
  • Drive proactive sales conversations through internal and outbound interactions using a defined sales process.
  • Leverage ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships.
  • Educate customers on options for managing financial transactions using technology, tools, and resources.
  • Manage risk by adhering to all policies and procedures and demonstrating sound judgment within established limits.

Requirements:

  • Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
  • Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting

What We Offer:

  • A comprehensive range of benefits to help meet your needs now and in the future.
  • Options for full-time employees include medical/prescription drug coverage, 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, a robust wellness program with financial incentives.

Equal Employment Opportunity: PNC Financial Services Group, Inc. 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.



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