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Out of Branch Sales Associate I (MLO)
at PNC Bank
HR Job Code
M01183 Out of Branch Sls Assoc I(MLO)
- Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
- Sells 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. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Makes connections with PNC ecosystem partners.
- Builds a strong pipeline of appointments for branch and ecosystem partners. Demonstrates value for customers to continue a deeper needs-based conversation to achieve financial well-being.
- Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet.
- Understands PNC capabilities, educates and coaches customers on technology options.
- Selling at non-PNC locations requires reliable transportation and ability to lift and carry as follows: - Transportation: Associates 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. -Associates work at the activation/on-sites sites without other PNC employees at least 30- of the time. - Lifting and Carrying: -Associates 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.
TX - Dallas
Out of Branch Sales Associate I (MLO)
Line of Business
Retail Banking - Other
TX135 - PNC Dallas
Total Hours Per Week
TBD via hiring manager
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
TX - Dallas
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Required Education and Experience
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 3+ years experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Job Specific Competencies
Customer Experience Management. - Working Experience
- 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.
Effective Communications - Working Experience
- 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 - Working Experience
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
BRANCH BANKING SERVICES - Working Experience
- Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.
Customer Acquisition - Working Experience
- Knowledge of and ability to implement the methods used to acquire new customer relationships.
Sales Closing and Agreements - Working Experience
- Knowledge of and the ability to close deals and reach final sales agreements.
Sales Proposals and Presentations - Working Experience
- Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Addressing Customer Needs - Working Experience
- Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.
Selling. - Working Experience
- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
Manages Risk - Basic Experience
- Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.
Customer Focus - Basic Experience
- Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.
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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].