Financial Sales Consultant Senior

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 Financial Sales Consultant, within PNC’s Organizational Financial Wellness, you will be primarily based in Boston, MA.

PNC’s Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Build the retail customer base through proactive, outbound quality sales conversations, creating customer loyalty and growing customer share of wallet through a differentiated customer experience. May mentor, coach, and onboard team members and serve as a subject‑matter resource.
• Sell the bank’s products and services to existing and prospective clients outside of branch in non‑PNC locations, demonstrating how PNC can help them achieve their financial goals. Identify and independently act upon sales opportunities to achieve assigned sales goals. Establish connections between clients and PNC partners (e.g., PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
• Grow customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrate value for customers to achieve greater financial well‑being by driving deep needs‑based conversations.
• Create an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty, and increased share of wallet. Strengthen client relationships through planning continued on‑site events.
• Understand PNC capabilities, educate, and coach customers on technology options.
• Sell at non‑PNC locations requires access to a reliable vehicle for travel to multiple work locations on a daily basis and the ability to lift and carry up to 25 pounds (inclusive of marketing materials, collateral, and other promotional items).

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 to create customized customer solutions.
• Managing Risk – assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

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

• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management

• Addressing Customer Needs
• Branch Banking Services
• Customer Acquisition
• Custom…