Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Sales Consultant, within PNC’s Organizational Financial Wellness, you will be primarily based in Boston, MA.
Job Profile PNC’s Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations.
Bilingual Spanish Preferred PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Build the retail customer base through proactive, outbound quality sales conversations, creating customer loyalty and growing customer share of wallet through a differentiated customer experience. May mentor, coach, and onboard team members and serve as a subject‑matter resource.
Sell the bank’s products and services to existing and prospective clients outside of branch in non‑PNC locations, demonstrating how PNC can help them achieve their financial goals. Identify and independently act upon sales opportunities to achieve assigned sales goals. Establish connections between clients and PNC partners (e.g., PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
Grow customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrate value for customers to achieve greater financial well‑being by driving deep needs‑based conversations.
Create an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty, and increased share of wallet. Strengthen client relationships through planning continued on‑site events.
Understand PNC capabilities, educate, and coach customers on technology options.
Sell at non‑PNC locations requires access to a reliable vehicle for travel to multiple work locations on a daily basis and the ability to lift and carry up to 25 pounds (inclusive of marketing materials, collateral, and other promotional items).
Employee Expectations 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 to create customized customer solutions.
Managing Risk – assessing and effectively managing all 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 required certifications/licenses needed to be successful in this position.
Preferred Skills
Client Relationship Building
Community Development
Competitive Strategies
Customer Loyalty
Group Problem Solving
Negotiation
New Business Development
Relationship Management
Competencies
Addressing Customer Needs
Branch Banking Services
Customer Acquisition
Customer Experience Management
Effective Communications
Managing Multiple Priorities
Sales Closing and Agreements
Sales Proposals and Presentations
Selling
Work Experience Roles at this level typically require an Associate’s or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.
Education Associates
Certifications No Required Certification(s)
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Pay Transparency Base Salary: $34,000.00 – $82,550.00. Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business, and/or individual performance.
Application Window Generally, this opening is expected to be posted for two business days from 02/11/2026, although it may be longer with business discretion.
Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level, and years of service.
Visit pncthrive.com
to learn more about these and other programs, including benefits for full‑time and part‑time employees.
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at
AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Job Profile PNC’s Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations.
Bilingual Spanish Preferred PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Build the retail customer base through proactive, outbound quality sales conversations, creating customer loyalty and growing customer share of wallet through a differentiated customer experience. May mentor, coach, and onboard team members and serve as a subject‑matter resource.
Sell the bank’s products and services to existing and prospective clients outside of branch in non‑PNC locations, demonstrating how PNC can help them achieve their financial goals. Identify and independently act upon sales opportunities to achieve assigned sales goals. Establish connections between clients and PNC partners (e.g., PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
Grow customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrate value for customers to achieve greater financial well‑being by driving deep needs‑based conversations.
Create an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty, and increased share of wallet. Strengthen client relationships through planning continued on‑site events.
Understand PNC capabilities, educate, and coach customers on technology options.
Sell at non‑PNC locations requires access to a reliable vehicle for travel to multiple work locations on a daily basis and the ability to lift and carry up to 25 pounds (inclusive of marketing materials, collateral, and other promotional items).
Employee Expectations 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 to create customized customer solutions.
Managing Risk – assessing and effectively managing all 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 required certifications/licenses needed to be successful in this position.
Preferred Skills
Client Relationship Building
Community Development
Competitive Strategies
Customer Loyalty
Group Problem Solving
Negotiation
New Business Development
Relationship Management
Competencies
Addressing Customer Needs
Branch Banking Services
Customer Acquisition
Customer Experience Management
Effective Communications
Managing Multiple Priorities
Sales Closing and Agreements
Sales Proposals and Presentations
Selling
Work Experience Roles at this level typically require an Associate’s or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.
Education Associates
Certifications No Required Certification(s)
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Pay Transparency Base Salary: $34,000.00 – $82,550.00. Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business, and/or individual performance.
Application Window Generally, this opening is expected to be posted for two business days from 02/11/2026, although it may be longer with business discretion.
Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level, and years of service.
Visit pncthrive.com
to learn more about these and other programs, including benefits for full‑time and part‑time employees.
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at
AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
#J-18808-Ljbffr