Business Development Officer III - Wealth Management (MLO)
PNC Financial Services, Inc
August 31, 2018
Full Time - Experienced
4 Year Degree
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 Business Development Officer/Client Advisor within PNC's Wealth Management organization, you will be based in Troy, Michigan.
*Job Profile :
Identifies prospective AMG clients or referral sources by educating about and positioning AMG capabilities to generate awareness, deliver solutions and drive new revenue. Develops larger new client opportunities.
Calls on prospects and Centers of Influence to sell the full spectrum of AMG products and services, generally at client location and either self-initiated or referred by internal/external partners. Cultivates referrals/leads, generates interest and collaborates with partners to close the sale.
Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale.
Meets with and educates partners to position the value of AMG capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals, and maintaining territory/focus lists. Drives team member accountability and participation.
Maintains timely, accurate and complete sales administration tasks as determined by the business.
Leadership Competencies :
Core Competencies :
Manages Risk - Working 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 - Extensive 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.
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.
Sales Negotiating - Working Experience
Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales.
Business Acumen - Basic Experience
Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
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.
Decision Making and Critical Thinking - Working Experience
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Managing Multiple Priorities - Working Experience
Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
FINANCIAL SERVICES INDUSTRY - Basic Experience
Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.
SALES FUNCTION - Working Experience
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function.
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.
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Internal Number: 300349BR
About PNC Financial Services, Inc
The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States with assets of $361 billion as of March 31, 2016. Operating primarily in 19 states and the District of Columbia, PNC is organized around its customers and communities for strong relationships and local delivery of retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management.