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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 building, investment strategy development, and financial analysis while ensuring compliance with regulatory standards. Proficient in managing the client experience and driving sales opportunities through effective communication and problem-solving.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health Insurance LicenseClient Relationship BuildingFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Strategy DevelopmentFinancial ModelingCredit Risk AnalysisCustomer EngagementClient Prospecting
Soft Skills
Public SpeakingRelationship Management
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
Investment BankingEnterprise Risk ManagementClient Experience ManagementSales OpportunitiesService-Level Agreements
About the role
Key responsibilities & impact- Coach and educate internal ecosystem partners to drive investment visibility and identify investment opportunities
- Lead teams on actions to achieve investment results
- Communicate with internal and external partners to build relationships and drive referral activity
- Make referrals to internal business partners
- Promote PNC products and services to existing and prospective clients
- Identify opportunities through meaningful customer conversations
- Develop and implement investment and insurance strategies
- Recommend products to support clients' financial strategies
- Apply product and procedural knowledge to solve client problems
- Own and manage the end-to-end client experience
- Handle service transactions and identify and execute sales opportunities
- Build customer loyalty and grow customer share of wallet
- Meet service-level agreements for lead and referral follow-up
- Maintain accurate, complete, and timely documentation for client-account transactions
- Manage risks associated with business objectives and activities within PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Associates education listed
- FINRA Series 7 required
- FINRA Series 66, or Series 63 and 65, required
- Life and Health Insurance license required
- Knowledge and skills related to client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, and relationship management
- Roles at this level typically require less than 1 year of professional experience and/or successful completion of a formal development program
- Must comply with applicable laws, regulations, policies, and guidelines
- PNC will not provide employment visa sponsorship or participate in STEM OPT
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
- 15 to 25 vacation days each year, depending on career level