Key skills
CommunicationProblem Solving
About this role
Role Overview
- Actively and regularly coaches and educates internal eco partners to drive investment visibility
- Identify investment opportunities and lead team on actions to achieve investment results
- Has regular and effective communication with internal and external partners
- Make referrals to internal business partners as appropriate
- Promotes PNC's products and services to clients seeking advice and guidance
- Engage with clients to understand their goals and recommend investment solutions
- Apply product and procedural knowledge to solve client problems
- Own and manage the end-to-end client experience
- Meet service level agreements on lead and referral follow up
- Adhere to all applicable laws, regulations, policies and guidelines while maintaining accurate documentation
Requirements
- university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Accuracy and Attention to Detail
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Knowledge Of Customers
- Matrix Management
- Problem Solving
- Products and Services
- Prospecting
- Relationship Management
- Value Selling
Benefits
- 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
- a 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
- between 15 to 25 vacation days each year, depending on career level; and years of service