Key skills
Sales
About this role
Role Overview
- Recommends loan solutions in accordance with lending guidelines and clients' requirements
- Manages a portfolio of customer relationships
- Seeks prospective opportunities to retain and/or develop new clients
- Responsible for sales calls
- Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance
- Manages customer pipeline for efficiency
- Collaborates with internal and external stakeholders to complete mortgage transactions
- Collects and analyzes customer financial information for multifaceted and/or complex borrowers
Requirements
- university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
- in lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Banking Products
- Client Prospecting
- Customer Relationships
- Customer Solutions
- Documentations
- Innovation
- Mortgages
- Sales Competencies
- Customer Experience Management
- Effective Communications
- Financial Analysis
- Loan Origination
- Matrix Management
- Mortgage Products
- Sales Tasks And Activities
- Scheduling Work and Activities
- 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
- between 15 to 25 vacation days each year, depending on career level and years of service