Position Overview
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. As a Product Advisor III within PNC’s Professional Practices Group within the Private Bank organization.
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 in-person, in office activities on a regular basis.
Product Advisor III will be working with high net worth individuals. Sales experience within this realm is highly desired.
This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
Job Description
Consults with the client/prospect to assess business needs and identify product/service recommendations. Advises Sales team in the development of significant/complex sales opportunities, including proposals, presentations and the closing of the opportunities. Serve as team leader for product advisors, as needed.
Works with the Sales team in the qualification and prioritization of pipeline and sales opportunities targeting largest and most complex opportunities.
Completes diagnosis of client’s current business situation and related requirements through data gathering, which includes interviews, research, tools development and modeling.
Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities. Serves as liaison with the Client Implementation team.
Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities. Serves as liaison with client implementation team.
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
Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
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.
Financial Services Industry – Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.
Influencing – Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge Of Product Line – Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Sales Closing and Agreements – Knowledge of and the ability to close deals and reach final sales agreements.
Sales Proposals and Presentations – Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer’s needs.
Sales Scoping and Qualification – Knowledge of and ability to identify and qualify potential sales opportunities for the organization.
Solutions Development – Knowledge of and the ability to assess customer needs and provide solutions for them.
Value Selling – Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service ‘value’ and differentiating support offerings that address clearly understood customer needs.
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Education
Bachelors
Additional Job Description
Base Salary: Commensurate with skills and experience.
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.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
The Human Resources Service Center hours of operation are Monday – Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
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