• Identify and own the client onboarding process • Document client interactions and provide team with time sensitive updates • Execute on team service model • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy • Engage specialists/partners to address client's needs • Identify and own the client off boarding process • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service • Monitor and report on client satisfaction and manage the resolution of client escalations

Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. 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 customers experience.

ESSENTIAL DUTIES & RESPONSIBILITIES:o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.o Provide guidance to CSRs with respect to the sales and referral process.o Act with confidence by answering customer questions and owning customer issues.o Maintain a position of trust and responsibility by keeping all business confidential.o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all timeso Adhere to established policies and procedures while opening/servicing the full range of Retail products.o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.o Keep up to date on Retail procedures in place to mitigate fraudulent activity.See less

As an Associate at The Westerman Group, LLC, I provide insurance services and consultation to clients in a proactive manner. I enjoy fostering relationships and ensuring the value proposition related to insurance services is promoted and well understood. As a high-level professional, I am knowledgeable in sales and service support. -Prepare basic and advanced life insurance product and concept illustrations. -Prepare all relevant presentation and application materials to present to clients. -Keep abreast of new life insurance product developments and other important offerings. -Have in-depth technical product knowledge and discuss product recommendations with clients.At The Westerman Group, we take the time to assess current situations in order to provide a complete analysis of financial situations. Our services include Financial Planning, Portfolio Management, Insurance Services, Life Insurance Audits, Business Planning (ownership, succession and executive compensation), Retirement Planning and Wealth Preservation. Our process envelopes everything from an Introduction/Discovery/Data/Try-On Interview to Present Planning and Reviews and Updates as needed. We look forward to working with you.