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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering financial wellness solutions and managing client relationships, with a strong focus on customer experience management and effective communication. Proficient in leveraging banking product knowledge and digital awareness to meet customer needs and drive acquisition.
Highest-signal resume keywords
Financial Wellness SolutionsCustomer Experience ManagementBanking Product KnowledgeEffective CommunicationsLead Generation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AcumenSelling SkillsUnderstanding Customer NeedsDigital AwarenessPortfolio Management
Soft Skills
FlexibilityAdaptabilityAbility to Manage Multiple Priorities
Certifications & Qualifications
Job-Specific Certification
Industry Keywords
Consumer Financial Protection Bureau RegulationsFinancial Education SeminarsClient AdvocacyRelationship ManagementCustomer Needs Assessment
About the role
Key responsibilities & impact- Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects
- Acquire and deepen relationships across applicable financial wellness solutions
- Generate consumer acquisition through proactive lead generation, appointments, and referrals
- Deliver a differentiated client experience from acquisition through onboarding and ongoing servicing support
- Manage and grow a portfolio of clients by leveraging tools and resources
- Collaborate with partners to identify resources that meet customer needs and introduce clients accordingly
- Hold partners accountable for routine updates and referral follow-up
- Facilitate in-person new hire orientations
- Deliver financial education seminars and multifaceted benefits programs
- Create exceptional customer experiences through conversations, presentations, and events at external locations
- Deliver tailored solutions aligned with customer needs and resolve or escalate customer problems
- Advocate for clients and prospects by identifying workforce trends and unique needs
- Influence annual marketing and communication plans, including support materials, media, and content
- Use participant surveys, utilization reports, and other data to customize annual plans
- Keep the team informed of services via Edge reports
- Attend relationship review meetings and collaborate with internal and external partners to update materials
Requirements
What you’ll need- Associate's or equivalent degree
- Typically 4+ years of related business or functional experience
- Related experience or product knowledge
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
- Knowledge of banking products
- Business acumen
- Customer experience management
- Digital awareness
- Effective communications
- Flexibility and adaptability
- Ability to manage multiple priorities
- Knowledge of products and services
- Selling skills
- Understanding customer needs
- Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
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 plan
- Stock purchase plan
- 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
- Reasonable accommodations for applicants and qualified individuals with disabilities