Sales Assistant - PNC Wealth Management
Listed on 2026-07-07
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Finance & Banking
Financial Sales, Regulatory Compliance Specialist, Wealth Management, Banking & Finance
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's Wealth Management organization, you will be based at a PNC location in Indiana, Illinois, Michigan or Ohio. 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.
Responsibilities- 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 escalates client implementation and servicing issues as necessary.
- Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
- Provides reports as needed.
- May perform general administrative support.
- 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.
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.
- 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:
Required – 3+ years;
Associate's or equivalent degree with related experience or product knowledge to accomplish primary duties; or a comparable combination of education, job‑specific certification(s), and experience (including military service). - Education:
Associate's Degree. - Certifications:
No required certifications. - Licenses:
No required licenses.
Base Salary: $37,500.00 – $75,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. The benefits 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; backup child/elder care; adoption, surrogacy, and doula reimbursement;
educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; and 15 to 25 vacation days each year, depending on career level and years of service.
Equal Employment OpportunityPNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity,…
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