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Client Relationship Specialist

2 months ago

Princeton, New Jersey, United States PNC Financial Services Group Full time
Job Overview

Position Summary

At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the sectors we operate. We are all committed to providing the finest experience for our clients. Each day, we collaborate to nurture an inclusive workplace culture where every employee feels appreciated, valued, and has the chance 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 as a personal banker, engaging clients in meaningful sales discussions to identify suitable financial solutions.Key Responsibilities
  • Develops and expands the branch's customer base through various proactive sales and service initiatives. Manages the customer journey by recognizing opportunities to enhance their financial wellbeing. Works in partnership with ecosystem collaborators to increase customer loyalty and revenue.
  • Facilitates 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 fostering client loyalty. Conducts comprehensive PNC discussions with every client interaction to identify relevant PNC offerings. Utilizes ecosystem partnerships and community Centers of Influence to acquire, grow, and maintain relationships.
  • Builds customer loyalty and increases customer share of wallet through a unique customer experience. Engages with customers in the lobby to connect and present PNC products that meet their needs. Informs customers 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, thereby enhancing customer loyalty.
  • Manages risk by adhering to all policies and procedures, demonstrating sound judgment within established parameters. Exhibits heightened awareness to identify and prevent losses. Participates in daily branch operations, ensuring tasks are completed efficiently and accurately.

PNC Employees take pride in our reputation, and to continue building upon that, we expect our employees to embody:

  • Customer Orientation - Understanding the values and practices that prioritize customer needs and satisfaction in all business decisions and leveraging that knowledge to create tailored customer solutions.
  • Risk Management - Evaluating and effectively managing all risks associated with their business objectives and activities to ensure compliance with PNC's Enterprise Risk Management Framework.

To explore more about this opportunity, please watch the informative video.

Qualifications

Successful candidates must exhibit the necessary knowledge, skills, and abilities for this role. Below are the required skills, competencies, work experience, education, and certifications needed to excel in this position.

CompetenciesBanking Products, Digital Literacy, Effective Communication, Managing Multiple Tasks, Matrix Management, Problem Solving, Prospecting, Retail Lending, Sales, Understanding Customer NeedsWork ExperiencePositions at this level typically do not necessitate a university/college degree, but 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.EducationNo DegreeCertificationsNo Required CertificationsLicensesCandidates being considered for this position will undergo additional background checks as mandated by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive array of benefits to 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; life insurance for employees and their families; short and long-term disability coverage; 401(k) with PNC match, pension, and stock purchase plans; dependent care reimbursement; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully funded; and a robust wellness program with financial incentives. Additionally, PNC typically provides the following paid time off, based 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.

To learn more about these and other programs, including benefits for full-time and part-time employees, visit the PNC website.

*For more information, please refer to the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is needed to participate in the application process, please reach out to us via email. Include "accommodation request" in the subject line and ensure to provide your name, the job ID, and your preferred method of contact in the email body. Emails unrelated to accommodation requests will not receive responses. Applicants may also call for accommodation assistance. All information provided will be kept confidential and used only as necessary to provide reasonable accommodations.


At PNC, we promote an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with disabilities who require assistance to perform essential job functions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunities to qualified individuals 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 understand how PNC may use or disclose your personal information in our hiring practices.