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Why you should apply for a job to PNC Financial Services Group:
73%
say women are treated fairly and equally to men 81%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Tuition-free and other education options available Up to 40 Hours Paid Time Off to Volunteer with Grow up Great Access to Progyny fertility coverage Position summary
As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives. In this role, you will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access, and more. You will employ a consultative sales approach to acquire new business relationships and deepen existing ones. You will also work directly with knowledgeable client service teams and partners to support the growth of a book of business. Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services. Job Description
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with a higher degree of supervision. With direction, acquires, expands, and retains client relationships to generate revenue and increase share of wallet. Handles the origination, financial analysis, negotiation, and documentation of credit and non-credit products and services. Manages risk and drives quality for new and/or existing clients. Actively identifies and mitigates various types of risk, such as regulatory, reputational, operational, and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of client needs and financial well-being. Aims to increase client engagement and loyalty. Builds an effective network of internal and external relationships, such as community and industry connections, to acquire and expand clients and enhance the client experience. Leverages reporting and sales tools to proactively identify and convert sales opportunities. Demonstrates ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC employees take pride in their reputation and are expected to be: Customer Focused
- Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all decisions, creating customized solutions. Managing Risk
- Assessing and managing all risks associated with business objectives and activities, supporting PNC's Enterprise Risk Management Framework. Qualifications
Candidates must demonstrate appropriate knowledge, skills, and abilities. Skills include client relationship building, credit, financial analysis, sales, decision-making, and being tech-savvy. Typically, roles at this level require a university/college degree with 3+ years of relevant experience. Certifications are often preferred. Alternatively, a combination of education, certifications, and experience may be considered. Additional Information
No specific certifications or licenses are required. Salaries vary based on location, market data, skills, experience, and education. The role is incentive-eligible, with compensation linked to performance. The application window is generally open for two business days from 08/08/2025, possibly longer at discretion. PNC offers a comprehensive benefits package, including health coverage, retirement plans, paid time off, and more. For details, visit Your PNC Total Rewards. If accommodations are needed during the application process, contact us via email at [emailprotected] or call 877-968-7762 for assistance. We foster an inclusive workplace, providing reasonable accommodations to qualified individuals with disabilities. PNC is an equal opportunity employer, committed to diversity and inclusion in the workplace.
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73%
say women are treated fairly and equally to men 81%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Tuition-free and other education options available Up to 40 Hours Paid Time Off to Volunteer with Grow up Great Access to Progyny fertility coverage Position summary
As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives. In this role, you will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access, and more. You will employ a consultative sales approach to acquire new business relationships and deepen existing ones. You will also work directly with knowledgeable client service teams and partners to support the growth of a book of business. Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services. Job Description
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with a higher degree of supervision. With direction, acquires, expands, and retains client relationships to generate revenue and increase share of wallet. Handles the origination, financial analysis, negotiation, and documentation of credit and non-credit products and services. Manages risk and drives quality for new and/or existing clients. Actively identifies and mitigates various types of risk, such as regulatory, reputational, operational, and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of client needs and financial well-being. Aims to increase client engagement and loyalty. Builds an effective network of internal and external relationships, such as community and industry connections, to acquire and expand clients and enhance the client experience. Leverages reporting and sales tools to proactively identify and convert sales opportunities. Demonstrates ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC employees take pride in their reputation and are expected to be: Customer Focused
- Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all decisions, creating customized solutions. Managing Risk
- Assessing and managing all risks associated with business objectives and activities, supporting PNC's Enterprise Risk Management Framework. Qualifications
Candidates must demonstrate appropriate knowledge, skills, and abilities. Skills include client relationship building, credit, financial analysis, sales, decision-making, and being tech-savvy. Typically, roles at this level require a university/college degree with 3+ years of relevant experience. Certifications are often preferred. Alternatively, a combination of education, certifications, and experience may be considered. Additional Information
No specific certifications or licenses are required. Salaries vary based on location, market data, skills, experience, and education. The role is incentive-eligible, with compensation linked to performance. The application window is generally open for two business days from 08/08/2025, possibly longer at discretion. PNC offers a comprehensive benefits package, including health coverage, retirement plans, paid time off, and more. For details, visit Your PNC Total Rewards. If accommodations are needed during the application process, contact us via email at [emailprotected] or call 877-968-7762 for assistance. We foster an inclusive workplace, providing reasonable accommodations to qualified individuals with disabilities. PNC is an equal opportunity employer, committed to diversity and inclusion in the workplace.
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