Financial Sales Consultant

Financial Sales Consultant –
PNC

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Sales Consultant, within PNC’s Organizational Financial Wellness, you will be primarily based in Greenville, SC, in a PNC location.

• Builds the retail customer base through proactive, outbound quality sales conversations and creates customer loyalty while growing customer share of wallet through a differentiated customer experience.
• Sells the bank’s products and services to existing and prospective clients outside of branch in non‑PNC locations, demonstrating how PNC can help them achieve their financial goals; identifies and independently acts upon sales opportunities to achieve assigned sales goals; and establishes connections between clients and PNC partners (e.g., PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients’ financial needs and goals.
• Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners; demonstrates value for customers to achieve greater financial well‑being by driving deep needs‑based conversations.
• Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty, and increased share of wallet; strengthens client relationships through planning continued on‑site events.
• Understands PNC capabilities, educates and coaches customers on technology options.
• Selling at non‑PNC locations requires access to a reliable vehicle, transportation for daily travel to multiple work locations, and the ability to lift and carry up to 25 pounds (inclusive of marketing materials, collateral, and other promotional items).

• Customer Focused – 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 customized customer solutions.
• Managing Risk – assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licenses needed to be successful in this position.

• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management

• Addressing Customer Needs
• Branch Banking Services
• Customer Acquisition
• Customer Experience Management
• Effective Communications
• Managing Multiple Priorities
• Sales Closing and Agreements
• Sales Proposals and Presentations
• Selling

Roles at this level typically require an Associate’s or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Associate’s Degree

No required certification(s).

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical and 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…