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Solutions Advisor (MLO)

Company: PNC Financial Services Group
Location: Nashville
Posted on: September 15, 2019

Job Description:

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. As a Digital Solutions Advisor within PNC's National Retail Digital Sales organization, you will be based in Nashville, TN.

Job Profile


  • Builds the retail customer base through high quality, proactive internal and external sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
  • Engage in customer and/or prospect management activities. Drives proactive sales conversations through outside interactions at non-PNC locations with a defined sales process including, identifyinging and independently acts upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals. Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
  • Facilitates problem resolution. Demonstrates commitment to quality. Identifies trends negatively impacting customer experience and escalates to the proper channels for root cause analysis.
  • Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers, successfully convert service to sales through internal interactions and position PNC products to meet customer needs. Also engages in outbound sales calling.
  • Understands PNC capabilities and educates customers on options for managing financial transactions by leveraging technology, tools, and resources.
  • Selling at non-PNC locations requires reliable transportation and ability to lift and carry as follows: - Transportation: Advisors must have access to reliable transportation (in most locations, use of public transportation or ride sharing services is not sufficient) to perform the following requirements: -Travel on average to 2 4 activation/on-sites sites per day with promotional materials (see below). Daily travel distance can exceed 50 miles but will be limited to a defined geographic sales area. -Work locations and times are generally set in advance, however, are subject to change at any time. -Advisors work at the activation/on-sites sites without other PNC employees at least 30-50% of the time. - Lifting and Carrying: -Advisors are required to lift, carry and transport items that weigh up to 25 pounds each. -Items to be lifted, carried and transported include up to three large boxes of marketing materials, collateral, and other similar items as required.

    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.


      CompetenciesAddressing Customer Needs - Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

      Conflict Management - Understanding of how to anticipate, recognize, and deal effectively with existing or potential conflicts at the individual, group, or situation level; ability to apply this understanding appropriately to diverse situations.

      Customer Acquisition - Knowledge of and ability to implement the methods used to acquire new customer relationships.

      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 Interaction - Knowledge of and ability to utilize practices, tools, and techniques for communicating with a customer.

      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.

      Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

      Matrix Management - Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

      Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

      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 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.

      Tech Savvy - Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.Pursues opportunities for continuous learning to obtain knowledge and build on ability to use technology tools, such as mobile tools and digital wallets.

      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.

Keywords: PNC Financial Services Group, Nashville , Solutions Advisor (MLO), Other , Nashville, Tennessee

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