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Sales Assistant - PNC Investments - job 1 of 2

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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 Cleveland, OH. The position will primarily be located at the North Olmstead branch.

Job Description

Licensing requirements: FINRA Series 7/63.
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

FINRA Series 7 and 63 licenses required.

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

$52500 / YEARLY (est.)

min

max

$45000K

$60000K

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

At PNC Investments, we're looking for a friendly and detail-oriented Sales Assistant to join our team in North Olmsted, OH. As a Sales Assistant, you'll be a vital part of our customer experience, helping to foster strong client relationships. Your role will involve providing exceptional sales and service support, meticulously gathering and verifying documentation to ensure accuracy, and acting as a key point of contact for clients and service partners. With your passion for client satisfaction, you'll navigate and manage client interaction seamlessly, ensuring all requests and issues are handled with care. Ultimately, you’ll be managing multiple priorities across various functions, all while contributing to an inclusive team culture that values respect and collaboration. You'll also gain valuable experience by supporting sales initiatives and adhering to PNC's risk management framework, ensuring we're compliant with industry regulations. If you're someone who thrives in a fast-paced environment and is eager to contribute to a top financial institution like PNC Investments, we can’t wait to see what you’ll bring to our organization!

Frequently Asked Questions (FAQs) for Sales Assistant - PNC Investments Role at PNC

What are the main responsibilities of the Sales Assistant at PNC Investments?

The Sales Assistant at PNC Investments plays a crucial role in supporting client relationships and ensuring a seamless customer experience. Responsibilities include gathering and verifying necessary documentation for accuracy, initiating and updating client and transaction details, and providing timely reports. This position also acts as an escalation point for client issues, demonstrating excellent communication as a point of contact for clients and service partners.