Solutions Advisor (MLO)
Company: PNC Financial Services Group
Posted on: September 15, 2019
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.
- 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
- 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
- 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
- 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
CompetenciesAddressing Customer Needs - Knowledge of and ability to
meet customer needs by offering appropriate products in an
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
Customer Interaction - Knowledge of and ability to utilize
practices, tools, and techniques for communicating with a
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
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
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
email@example.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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