Client Relationship Specialist

2 weeks ago

Plano, Texas, United States PNC Financial Services Group Full time
Position Overview

At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the financial sector. We are dedicated to providing exceptional service to our clients and cultivating a collaborative workplace culture where every employee feels appreciated, respected, and empowered to contribute to the organization's success. As a Client Relationship Specialist, you will enhance customer connections through a structured sales approach. Your primary focus will be engaging clients in meaningful sales discussions to identify suitable financial solutions.

Job Responsibilities
  • Builds and strengthens the branch customer base through proactive sales and service initiatives. Oversees the customer experience by pinpointing opportunities to enhance the client's financial wellbeing. Works alongside ecosystem partners to increase the customer's financial engagement. Positions PNC solutions to generate new revenue and foster customer loyalty.
  • Initiates proactive sales dialogues through both internal and external interactions, utilizing a defined sales methodology that includes outbound calls, service-to-sales transitions, teller interactions, appointment scheduling, and effective lobby engagement, ultimately enhancing client loyalty. Conducts comprehensive PNC discussions with every client interaction to identify suitable PNC offerings. Utilizes ecosystem partnerships and community Centers of Influence to acquire, expand, and maintain relationships.
  • Fosters customer loyalty and increases the customer's financial engagement through a distinctive customer experience. Engages with clients in the lobby to connect and present PNC products that meet their needs. Informs clients about options for managing financial transactions by leveraging technology, tools, and resources.
  • Employs product and procedural expertise to identify, mitigate, and resolve customer issues effectively, driving customer loyalty.
  • Ensures compliance with all policies and procedures to manage risk, demonstrating sound judgment within established limits. Maintains a heightened awareness to identify and prevent losses. Participates in daily branch operations, ensuring they are executed efficiently and accurately.
Qualifications

Successful candidates must exhibit the necessary knowledge, skills, and abilities for this role. Below are the skills, competencies, work experience, education, and required certifications/licensures essential for success in this position.

Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs

Work Experience
Typically, roles at this level do not necessitate a university/college degree; however, they do require relevant experience or product knowledge to fulfill primary responsibilities. Generally requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.

Education
No Degree

Certifications
No Required Certification(s)

Licenses
Candidates under consideration for this position will be subject to additional background checks as mandated by Consumer Financial Protection Bureau regulations.

Benefits

PNC offers a comprehensive array of benefits to support your needs now and in the future. Depending on 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 funded; a robust wellness program with financial incentives.

Additionally, PNC typically provides the following paid time off, depending on 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.

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