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Sales Assistant - PNC Investments - job 2 of 2

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 Sales Assistant within PNC Investments, you will be based in Pittsburgh, PA. The position will primarily be located at the Tower at PNC Plaza.

Job Description

  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
  • Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
  • May perform general administrative support.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented

Competencies

Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Average salary estimate

$55000 / YEARLY (est.)
min
max
$50000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sales Assistant - PNC Investments, PNC

Join PNC Investments as a Sales Assistant in our bustling Pittsburgh office, where you’ll play a vital role in enhancing client relationships and contributing to our team’s success! As a Sales Assistant, your day-to-day tasks will involve providing exceptional sales and service support to both new and ongoing client relationships. You’ll gather and verify documentation, ensuring accuracy and compliance with all regulations. Acting as a primary contact for our clients and internal teams, you will help resolve inquiries and facilitate a smooth service experience. You’ll also get to dive into systems to manage client details and generate insightful reports as needed. At PNC, we believe that our employees are our greatest asset, and we prioritize fostering an inclusive workplace where everyone feels valued. If you have a knack for client relationship building, a results-oriented mindset, and a background in sales support or administration, we’d love for you to apply. We need someone with excellent attention to detail, effective communication skills, and a strong initiative to thrive in this role. PNC provides comprehensive benefits and development opportunities, so you can focus on what you do best - delivering outstanding service to our clients! Come be part of a team that values your contributions and encourages you to grow your career.

Frequently Asked Questions (FAQs) for Sales Assistant - PNC Investments Role at PNC
What are the main responsibilities of a Sales Assistant at PNC Investments?

As a Sales Assistant at PNC Investments, your primary responsibilities will include supporting client relationships by gathering and verifying important documentation, ensuring compliance with regulations, and serving as a point of contact for clients and internal teams. You'll also manage client details within our systems and help facilitate smooth transaction processes.

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What qualifications do I need to apply for the Sales Assistant position at PNC Investments?

To qualify for the Sales Assistant role at PNC Investments, candidates typically need an Associates degree and at least three years of relevant experience. However, a comparable combination of education, certifications, and experience may also be considered. Key competencies such as relationship management and a customer-centric approach are essential.

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How can I excel as a Sales Assistant at PNC Investments?

To excel as a Sales Assistant at PNC Investments, you should focus on developing strong communication and organizational skills. Being customer-focused and detail-oriented is vital, as is having a proactive attitude towards problem-solving. Understanding client needs and being able to build strong relationships will greatly enhance your success in this role.

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What type of training or support does PNC Investments offer for new Sales Assistants?

PNC Investments offers a comprehensive onboarding process for new Sales Assistants, ensuring they receive the necessary training and support to excel in their roles. This includes insights into our core values, customer support policies, and real-life scenarios to help you navigate your daily tasks effectively.

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Are there opportunities for career advancement as a Sales Assistant at PNC Investments?

Yes, PNC Investments encourages career advancement for its employees. As a Sales Assistant, you will gain valuable experience and knowledge, opening up pathways to higher roles within client services or sales operations based on performance and development.

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Common Interview Questions for Sales Assistant - PNC Investments
Can you describe your experience in client relationship management?

When answering this question, highlight specific instances where you successfully managed a client relationship. Mention the tools or methods you used to maintain communication and meet client needs, and discuss the outcome of those interactions.

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How do you prioritize your tasks when supporting multiple clients?

To answer this, explain your strategy for task prioritization. Discuss any methods or tools you use to assess urgency and importance of tasks and give an example of a situation where you managed multiple priorities effectively.

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What steps would you take to ensure compliance with regulatory standards in your role?

Discuss your understanding of regulatory standards and the specific measures you would take to ensure compliance, such as regularly reviewing processes, using checklists, and keeping abreast of industry changes to ensure adherence in all client dealings.

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Give an example of how you handled a difficult client situation.

Provide a detailed example of a challenging client interaction. Focus on how you maintained professionalism and used problem-solving skills to resolve the issue, ensuring the client felt heard and supported.

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How do you ensure accuracy in the documentation you handle?

Explain your process for ensuring accuracy in documentation, such as double-checking entries, using templates, or implementing a review system. Mention specific experiences where your attention to detail made a difference.

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What software or tools are you accustomed to working with in sales support?

List the specific software tools or systems you have used in previous roles, emphasizing any that are directly relevant to the Sales Assistant position at PNC Investments. Highlight your proficiency and how these tools improved your workflow.

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Why do you want to work for PNC Investments?

Share your motivation for wanting to join PNC Investments, focusing on the company's values, reputation, and what excites you about their mission in the finance sector. Connect this to your career aspirations and how you can contribute.

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How do you stay updated on industry trends relevant to banking and investments?

Talk about your methods for staying informed, such as following industry news, participating in workshops, or being part of professional networks. Demonstrating proactive learning shows your commitment to the role.

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What would you do if a client is unsatisfied with their experience?

Describe how you would approach the situation with empathy. Explain the steps you would take to identify the issue, address the client’s concerns, and implement a solution to ensure customer satisfaction.

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How do you handle feedback and criticism in a team environment?

Talk about your openness to feedback and how you view it as an opportunity for growth. Provide examples of how constructive criticism has helped you improve in past roles while maintaining a collaborative attitude.

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DATE POSTED
April 12, 2025

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