Investment Service Consultant

Title: R136261 Investment Service Consultant -PNCI (F) FINRA Registered REMOTE

Location: Cleveland Ohio United States

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company s success. This is a remote position that can sit within the PNC footprint, although it may not be available in all jurisdictions. Certain job responsibilities may require time in the office on a regular basis.

The Investment Services Consultant (ISC) role within PNC Investments acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.

Job Description

• Series 7 and 66 (or 63/65) and insurance licenses are required
• Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate.
• Promotes growth of PNC’s products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate.
• Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners.
• Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC’s core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.
• Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Competencies

• Accuracy and Attention to Detail Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
• Coaching Others Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.
• Customer Experience Management. Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
• Customer Retention Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.
• Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Interpersonal Relationships Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.
• Knowledge Of Customers Knowledge of various types of customers and ability to analyze customer activities, profiles and information.
• Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Matrix Management Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.
• Products and Services Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Work Experience

Roles at this level typically require a 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 and experience (including military service) may be considered.

Education

Associates

Additional Job Description

Benefits

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.