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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, financial analysis, and sales negotiation to drive revenue growth and enhance client engagement. Proficient in identifying sales opportunities and leveraging financial wellness solutions to meet client needs.
Highest-signal resume keywords
Client Relationship ManagementFinancial AnalysisSales NegotiatingIdentifying Sales OpportunitiesFinancial Wellness Solutions Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisSales NegotiatingIdentifying Sales OpportunitiesClient Relationship ManagementProspecting
Soft Skills
Client EngagementNetworkingCommunication
Tools & Technologies
Sales ToolsReporting Tools
Industry Keywords
Financial Wellness SolutionsIndustry BenchmarkingBook of Business ExperienceRisk ManagementRegulatory Compliance
About the role
Key responsibilities & impact- Acquire new clients across financial wellness solutions
- Grow sales, revenue, and market share against relevant sales goals
- Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet
- Originate, financially analyze, negotiate, and document non-credit products and services
- Manage risk/return and quality for new and existing clients
- Identify and mitigate regulatory, reputational, and operational risks
- Provide ideas and insights based on clients’ needs and financial well-being
- Increase client engagement and loyalty
- Build internal and external networks, including community and industry relationships
- Present PNC’s full range of products and services to clients
- Leverage reporting and sales tools to identify and convert sales opportunities
- Analyze, evaluate, and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning
Requirements
What you’ll need- University/college degree typically required for roles at this level
- 3+ years of relevant/direct industry experience
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
- Experience selling to one or more of professional services, manufacturing, healthcare, wholesale, or general services is preferred
- Knowledge of financial wellness solutions, industry benchmarking, and solution positioning
- Book of business experience
- Client relationship building
- Financial analysis
- Identifying sales opportunities
- Client relationship management
- Prospecting
- Sales negotiating
- Tech savvy
- Must not require employment visa sponsorship
- Must not require STEM OPT participation
Benefits
Comp & perks- 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
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level and years of service