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Client Relationship Specialist

2 months ago

Decatur, Illinois, United States PNC Financial Services Group Full time
Job Overview

Position Summary
At PNC Financial Services Group, our workforce is our most significant differentiator 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 cultivate an inclusive workplace culture where every employee feels respected, valued, and has the opportunity 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 sales discussions to identify suitable financial solutions.

Key Responsibilities
  • Builds and expands the branch customer base through various proactive sales and service initiatives. Manages the customer experience by recognizing opportunities to enhance the customer's financial wellbeing. Works alongside ecosystem partners to increase the customer's share of wallet. Positions PNC solutions to generate new revenue and foster customer loyalty.
  • Facilitates proactive sales dialogues through internal and external interactions using a defined sales methodology, including 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 pinpoint appropriate PNC solutions. Utilizes ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships.
  • Fosters customer loyalty and increases customer share of wallet through a distinctive customer experience. Engages in lobby activities to connect with clients 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 knowledge to identify, mitigate, and resolve customer issues effectively, driving customer loyalty.
  • Manages risk by adhering to all policies and procedures, demonstrating sound judgment within established limits. Exhibits heightened scrutiny to identify and prevent loss. Participates in branch daily operations, ensuring they are completed efficiently and accurately.

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

  • Customer-Centric - 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 tailored customer solutions.
  • Risk Management - Assessing and effectively managing all risks associated with their business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Below are the skills, competencies, work experience, education, and required certifications/licensures needed to succeed in this position.

Competencies: Banking Products, Digital Awareness, Effective Communication, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Sales, Understanding Customer Needs.
Work Experience: Roles at this level typically do not require a university/college degree, high school diploma, or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
Education: No Degree Required.
Certifications: No Required Certification(s).
Licenses: Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits: PNC offers a comprehensive range of benefits to help 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; 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 paid; a robust wellness program with financial incentives. Additionally, PNC generally provides the following paid time off, depending on your 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.

For more information, please refer to the relevant links regarding benefits for full-time and part-time employees.

Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
Equal Employment Opportunity (EEO)
PNC 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.