Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
Responsible for proactive lead generation and appointments conducted inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing.
Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Responsible for managing and growing Business Banking relationships under 1MM in sales revenue.
Takes action, using customer information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem partners. Leverages tools and protocols to maximize business results.
Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCI, Wealth Management, Business Banking and Mortgage.
Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up.
Customer experience management--differentiates the customer experience through advanced conversation skills. Delivers customer well being through tailored solutions aligned with customer needs.
Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for mass affluent clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the segment.
Subject matter expert and resource for branch staff - works with branch staff to help them identify mass affluent opportunity and create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with business clients.