Investment Advisor - PNCI (F)
Posted on: January 9, 2020
Position OverviewAt 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. As an
Investment Advisor within PNC Investments, you will be based in
Frankenmuth, MI at the Frankenmuth branch.Job Description
- License Requirements: FINRA Series 7, 66 (or 63 & 65) required.
Life and Health Insurance required.
- Consults on investment and insurance strategies, as well as the
development of financial plans for clients. Grows and retains an
investment and insurance book of business. Owns the client
experience, efficiently handling sales and service, identifying
sales and/or executing opportunities and making referrals to
internal business partners as appropriate.
- Acquires, expands and maintains client relationships through
business development and client networking. Grows client loyalty
and share of wallet through an exceptional client experience.
Applies product and procedural knowledge to solve client problems
appropriately and efficiently.
- Develops and implements investment and insurance strategies for
clients. Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients.
Establishes individual financial plans based on client financial
needs and objectives. Monitors financial plans and recommends
changes as needed.
- Actively and regularly coaches and educates branch staff and
internal business partners to identify investment opportunities.
Drives investment education and visibility among branch staff. In
partnership with branch manager and/or investment sales associate,
leads the branch team on actions to achieve investment results.
Shows urgency with activities and leads by example. Has regular and
effective communication with internal and external partners to
build strong relationships that drive referral activity.
- Regularly meets with branch manager and other internal business
partners to communicate and review business results and pipeline
management. Meets service level agreements on lead and referral
follow up. Adheres to all applicable laws, regulations, policies
and guidelines.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.CompetenciesCoaching 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.Managing Multiple Priorities Ability to manage
multiple concurrent objectives, projects, groups, or activities,
making effective judgments as to prioritizing and time
allocation.Prospecting. Knowledge of prospecting principles,
processes and skills; ability to identify and engage potential
customers in the market. Build relationships and create
opportunities. Plan, strategize and target the right industries.
Create value propositions with impact.Sales Tasks And Activities
Knowledge of and the ability to sell an organization's products and
services.Selling. Applies knowledge of banking products and
services to meet customer needs and enable them to achieve their
financial goals. Identifies prospecting approaches to identify
potential customers and create opportunities to sell financial
solutions and ideas to customers.Work ExperienceRoles at this level
typically require a university / college degree with
EducationAssociatesDisability 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 firstname.lastname@example.org.
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.For more than 160 years, we have
been committed to supporting our customers, communities, employees
and shareholders. At PNC, we are proud of our longstanding history
of building strong communities that create financial opportunities
for individuals, families and businesses.The commitment to creating
a differentiated experience for our customers is driven by our
commitment to doing the same for our employees. That means
providing employees with the opportunities to make an impact,
develop and grow, and be part of an inclusive culture where
everyone is valued. Its how we make sure that we have the right
people, in the right roles, doing their best work for our
customers. PNC also offers customers from individuals and small
businesses, to corporations and government entities a wide range of
products and services. No matter how simple or complicated your
needs, we're sure to have the products, knowledge and resources
necessary to help you meet your financial goals.
Keywords: PNC, Saginaw , Investment Advisor - PNCI (F), Other , Saginaw, Michigan
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