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PNC · 2 months ago

Sales and Client Experience Supervisor - PNC Wealth Management

PA - Pittsburgh (15222)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a company that values its people as its greatest differentiator and competitive advantage. As a Sales and Client Experience Supervisor within PNC Wealth Management, you will lead a team focused on sales and service, ensuring alignment with customer experience strategies and managing team member development.

BankingFinanceFinancial Services

No H1B

Responsibilities

Directs a team focused on sales and service, supporting the execution of strategic initiatives for a defined business segment or sub segment

Ensures consistency of execution and alignment with customer experience strategy

Supervises the deployment of tools and resources and readiness materials, enabling the achievement of strategic initiatives and customer experience goals

Identifies performance issues and makes recommendations to management to close performance gaps

Elevates issues to senior managers and recommends process improvement tactics as needed

Facilitates change management within the business, ensuring tools and resources are consistently and effectively utilized at the customer interface

Manages a team of specialists

Responsible for team member development while monitoring progress against individual goals

Motivates and develops staff which includes, acquiring top talent and managing performance-based issues

Effectively plans, organizes, directs, analyzes and evaluates staff and processes

Connects strategy to day-to-day activities and updates the team on a regular basis

Qualification

FINRA Series 7FINRA Series 66Account ManagementCustomer Experience (CX)Operations ManagementStrategic PlanningInfluencingSales ChannelsSales FunctionStrategic Sales PlanningNegotiationDecision MakingEffective Communications

Required

Licensing requirements: FINRA Series 7/66 (63/65)

Directs a team focused on sales and service, supporting the execution of strategic initiatives for a defined business segment or sub segment

Ensures consistency of execution and alignment with customer experience strategy

Supervises the deployment of tools and resources and readiness materials, enabling the achievement of strategic initiatives and customer experience goals

Identifies performance issues and makes recommendations to management to close performance gaps

Elevates issues to senior managers and recommends process improvement tactics as needed

Facilitates change management within the business, ensuring tools and resources are consistently and effectively utilized at the customer interface

Manages a team of specialists

Responsible for team member development while monitoring progress against individual goals

Motivates and develops staff which includes, acquiring top talent and managing performance-based issues

Effectively plans, organizes, directs, analyzes and evaluates staff and processes

Connects strategy to day-to-day activities and updates the team on a regular basis

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities

Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking

Live the Values - Role models our values with transparency and courage

Enable Change - Takes action to drive change and innovation that will transform our business

Achieve Results - Takes personal ownership to deliver results

Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers

Roles at this level typically require a university / college degree

Industry experience is typically 8+ years

At least 5 years of prior management experience is typically required

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Bachelors

FINRA Series 7,66 (or 63 & 65)