What are the responsibilities and job description for the Financial Solutions Professional position at PNC Financial Services Group?
PNC Financial Services Group is seeking a Financial Solutions Professional to join our team. As a Financial Solutions Professional, you will be responsible for analyzing customers' financial situations and providing tailored solutions to help them achieve their financial goals. Your primary responsibilities will include:
Key Responsibilities
- Analyzing customers' financial situations, identifying areas for improvement, and developing recommendations for customized solutions
- Providing guidance on financial products and services, such as investment options, retirement planning, and estate planning
- Collaborating with cross-functional teams to ensure seamless execution of customer transactions and services
- Maintaining accurate records of customer interactions, including phone calls, emails, and in-person meetings
We are looking for a knowledgeable and customer-focused individual who is passionate about helping people achieve their financial goals. If you are a detail-oriented and analytical thinker with excellent communication skills, we encourage you to apply.
