PNC Sales Assistant - PNC Investments 

United States, Kentucky, Prospect 

42934770

As a Sales Assistant within PNC Investments, you will be based in Prospect, KY. The position will primarily be located at the Prospect Branch.Job Description

• Licensing requirements: FINRA Series 7/63
• 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 may act as an escalation point for client implementation and servicing issues.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-OrientedRoles 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, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)FINRA Series 7 and 63 licenses required.
California Residents

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