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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial guidance, investment strategies, and client relationship management while ensuring compliance with regulatory requirements. Proficient in promoting financial products and managing the client experience to drive loyalty and sales opportunities.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life And Health Insurance LicenseInvestment Strategies DevelopmentClient Relationship Management
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 VisibilitySales Opportunities ExecutionFinancial GuidanceClient Problem ResolutionDocumentation Management
Soft Skills
CoachingCommunicationRelationship BuildingCustomer Loyalty DevelopmentProblem Solving
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life And Health Insurance License
Industry Keywords
Investment OpportunitiesEnterprise Risk ManagementService-Level AgreementsReferral ActivityClient Experience Management
About the role
Key responsibilities & impact- Coach and educate internal eco 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 as appropriate
- Promote PNC products and services to existing and prospective clients
- Identify opportunities through meaningful customer conversations
- Develop and implement investment and insurance strategies
- Provide financial guidance and recommend suitable products
- Resolve client problems using product and procedural knowledge
- Own and manage the end-to-end client experience
- Handle service transactions and identify and execute sales opportunities
- Build customer loyalty and grow 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 under PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University / college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Less than 1 year of professional experience typically required and/or successful completion of a formal development program
- FINRA Series 7 and Series 66, or Series 63 and Series 65, required
- Life and Health Insurance license required
- Must work from a quiet, secure, and confidential home-based workspace if approved for remote work
- PNC will not provide sponsorship for employment visas or participate in STEM OPT
- Must comply with applicable laws, regulations, policies, and guidelines
- Subject to FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history
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
- Inclusive and accessible workplace
- Reasonable accommodations for applicants and qualified individuals with disabilities