Financial Wellness Consultant
| Company | PNC Financial Services |
|---|---|
| Location | Fort Lauderdale, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 3+ years of relevant / direct industry experience
- University / college degree
- Knowledge of credit fundamentals and internal credit policies
Responsibilities
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals.
- With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
- Manages risk/return and drives quality for new and/or existing clients.
- Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being.
- Builds an effective network of internal and external relationships to actively acquire new clients and/or expand existing clients and enhance the client experience.
- Demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
Preferred Qualifications
- Book Of Business
- Client Relationship Building
- Credit
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities