Portable Wealth Manager

Portable Wealth Manager

Position Overview:

As a Portable Wealth Manager working for PNC, your main responsibilities include delivering outstanding customer service, assisting clients with their financial activities, and contributing to the smooth running of branch processes. Your focus will be on ensuring a favorable customer interaction and recognizing chances to introduce PNC offerings to customers.

Responsibilities:

• Creates a distinctive customer journey that focuses on improving financial well-being and nurturing customer loyalty.
• Effectively handles a range of customer engagements with precision and timeliness.
• Enlightens customers on the available substitutes for conducting financial transactions.
• Recognizes opportunities in customer interactions and channels them to the appropriate branch team.
• Facilitates customer engagement through lobby activities and constructive conversations.
• Aligns PNC offerings with the requirements of customers.
• Identifies potential sales leads and directs customers to the appropriate team members to deepen relationships.
• Provides guidance to clients regarding digital banking tools, technology choices, and self-service resources to streamline financial transaction management.
• Utilizes product and procedural knowledge to efficiently resolve customer queries.
• Ensures that all teller and branch operations are conducted with precision, in compliance with PNC guidelines and protocols.

Benefits:

PNC affords a diverse range of benefits to assist you in the present and for the future:

• Encompassing package of medical, dental, and vision coverage
• Life Insurance
• Disability Security for Both Immediate and Prolonged Challenges
• The PNC Match 401(k) program is accompanied by a pension and stock purchase plans as part of their comprehensive benefits package
• A Dependent Care Reimbursement Account is an option for employees to fund dependent care expenses with pre-tax dollars, reducing their taxable income and potentially resulting in tax savings
• Backup Child/Elder Care
• The policy offers financial coverage for adoption, surrogacy, and doula services, showing the company's commitment to supporting various paths to parenthood
• Educational Support (comprising fully covered programs) is available to assist learners
• Monetary rewards are integrated into the wellness program to inspire individuals to adopt healthier lifestyle choices
• Paid Time Off

Preferred Skills:

• Accountability
• Banking Knowledge
• Client Loyalty
• Customer Experience (CX)
• Customer Service
• Identifying Opportunities
• Leveraging Technology
• Proactive Sales Approach

Qualifications:

• No prior knowledge necessary.
• Positions at this level generally do not necessitate a higher education diploma.
• Candidates are encouraged to have a high school diploma or GED.
• Similar combinations of education, job-specific credentials, or relevant background (including military service) could be weighed.
• No degree required.
• No need for certifications or licenses.

Apply Now