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Client Relationship Specialist

2 months 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 committed to providing an exceptional experience for our clients. Our daily efforts are focused on nurturing an inclusive workplace culture where every employee feels valued, 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 responsibility will involve engaging clients in meaningful sales discussions to identify suitable financial solutions.

Job Responsibilities
  • Builds and strengthens the branch's customer base through various proactive sales and service initiatives. Manages the customer journey by recognizing opportunities to enhance their financial well-being. Collaborates with partners to increase customer engagement and loyalty.
  • Facilitates proactive sales dialogues through both internal and external interactions, utilizing a defined sales strategy that includes outreach calls, service-to-sales transitions, teller interactions, appointment scheduling, and effective lobby engagement to enhance client loyalty.
  • Fosters customer loyalty and expands the customer relationship through a unique customer experience. Engages with clients in the lobby to connect and present PNC offerings that align with their needs. Informs clients about options for managing their financial transactions by utilizing available technology and resources.
  • Utilizes product knowledge and procedural expertise to identify, address, and resolve customer issues effectively, thereby promoting customer loyalty.
  • Ensures compliance with all policies and procedures to manage risk, demonstrating sound judgment within established parameters. Maintains a vigilant approach to identify and mitigate potential losses. Participates in daily branch operations, ensuring efficiency and accuracy.
PNC employees take pride in our reputation, and we expect our team members to embody the following values:
  • Customer Centricity - Understanding and prioritizing customer needs and satisfaction in all business decisions, and leveraging that insight to create tailored customer solutions.
  • Risk Management - Effectively assessing and managing risks associated with business objectives and activities to align with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must exhibit the necessary knowledge, skills, and abilities for this role. The following qualifications are essential:

Preferred Skills
Accountability, Banking Knowledge, Client Loyalty, Customer Experience, Customer Service, Opportunity Identification, Technology Utilization, Proactive Sales Techniques

Competencies
Banking Products, Digital Literacy, Effective Communication, Multi-tasking, Matrix Management, Problem Solving, Prospecting, Retail Lending, Sales Techniques, Understanding Customer Needs

Work Experience
Typically, this role does not require a college degree but does necessitate relevant experience or product knowledge to fulfill primary responsibilities. Generally requires 1+ years of related experience. A combination of education, job-specific certifications, and experience may be considered in lieu of a degree.

Education
No formal degree required.

Certifications
No specific certifications required.

Licenses
Candidates may be subject to additional background checks as mandated by regulatory requirements.

Benefits

PNC offers a comprehensive array of benefits designed to meet your needs both now and in the future. Depending on eligibility, options for full-time employees include medical/prescription drug coverage, dental and vision plans, life insurance, short and long-term disability coverage, a 401(k) plan with company match, pension and stock purchase plans, and various other benefits.

Additionally, PNC provides paid time off, including maternity and parental leave, paid holidays, occasional absence days, and vacation days based on career level and tenure.

Disability Accommodations Statement

If you require accommodations to participate in the application process, please reach out to us. All information provided will be kept confidential and used solely for the purpose of providing necessary accommodations.

Equal Employment Opportunity (EEO)

PNC is an equal opportunity employer, providing employment opportunities to qualified individuals without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.