Job Abstract

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. 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 complex implementation plans and related client interactions. Acts as a point of contact for clients, client teams or service partners and may act as ... more details

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 Support Administrator within PNC's Private Bank organization, you will be based in Cleveland, OH.

This position is primarily based in a PNC location. Responsibilities?require?time in the office or in the field on a regular basis. ?Some responsibilities may be performed remotely, at manager’s discretion.

Sales Support Administrator will be working within a fast-paced 'professional' environment. Team services an affluent clientele, thus there is a level of polish and formality that we need to maintain with Private Bank clients.

Preferred skills would be Team Orientated, Detail Orientated, Multi-Tasking, Proactive, Critical Thinking, Problem Solving, with Excellent Verbal and Written customer service skills.

Sales Support Administrator will be supporting 6 internal sales partners. Handles all sales activities within Salesforce CRM. Will manage the opportunities from beginning to end. Will be responsible for new client onboarding, collecting data from new clients, ensure proper account documentation, KYC information, coordinating account opening, working with internal partners to facilitate account funding (from institution to institution or PNC account to PNC account), set up meeting times for wet signing or e-signing, collaborating with other partners on the team that are servicing accounts, internal coordination of communication, must be able to communicate fully with team and client for onboarding.

Transition to client service associate for internal support. (Hand off).

Move onto next client onboarding.

Daily activities may include but not be limited to Investment Management and Trusts, or credit card applications.

Experience working with/for a Fiduciary, Investments, Trusts, Banking, or Finance overall is PREFERRED.
Account opening experience is PREFERRED.
Account opening specialist experience is PREFERRED.
This role has quite a bit of coordination and collaboration, thus a strong communicator is PREFERRED.

Job Description

• Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• 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 complex implementation plans and related client interactions.
• Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• Serves as a peer resource and 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.

Competencies

Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Customer Support Policies, Standards and Procedures – Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

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.

Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.

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

Problem Management Process – Knowledge of and ability to bring a reported problem to successful resolution.

Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Sales Support and Administration – Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process.

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 4+ years of related business or functional 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

Additional Job Description

Benefits

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.

California Residents

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