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Financial Wellness Consultant

Financial Wellness Consultant

PNCRaleigh , NC
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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. Typically works with clients with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Director, Financial Wellness

Associate Director, Financial Wellness

Marsh & McLennanRaleigh, NC, US
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Associate Director, Financial Wellness.Compass Financial Partners, A Marsh & McLennan Agency LLC Company, provides business insurance, employee health & benefits, retirement, and private client ins...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Wellness Sales Specialist - Remote - Panama

Wellness Sales Specialist - Remote - Panama

Tribe WellnessRaleigh, NC, US
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Protocol Review Specialists how to ethically sell health and wellness products to help our customers live a healthy and fulfilling life. We are currently seeking independent Protocol Review Speciali...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Benefits Manager - Financial Wellness & Benefits Engagement

Benefits Manager - Financial Wellness & Benefits Engagement

PNC Bank NAOne PNC Plaza
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Manages the development and administration of employee benefits programs, policies, and procedures and ensures compliance with related regulations. Providing leadership in the planning, design, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Culinary Director

Culinary Director

HHSApex, NC, US
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We're looking for a friendly, compassionate, leader to join our culinary team! Support the healing journey for patients and their loved ones by delivering high-quality food service in a healthcare ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Director

Director

American Water WorksRaleigh, NC, US
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This position is remote and can be home officed anywhere in the United States.This role is responsible for identifying, communicating, and advancing key regulatory initiatives to support the Compan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Part time Sales Associate / Wellness Rep

Part time Sales Associate / Wellness Rep

Restore Hyper Wellness - RHWS025Morrisville, NC, US
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Are you an outgoing individual with sales experience, who is also passionate about health and wellness? Then Restore Hyper Wellness - Park West Village may be the place you've been looking for! A ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Part time Sales Associate / Wellness Rep

Part time Sales Associate / Wellness Rep

Restore Hyper WellnessMorrisville, NC
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Are you an outgoing individual with sales experience, who is also passionate about health and wellness? Then Restore Hyper Wellness - Park West Village may be the place you've been looking for! A f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Director of Wellness

Director of Wellness

PruittHealthRaleigh, NC, US
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The Wellness Director is responsible for implementing standards of exercise, wellness, and senior health at the community and overseeing accurate documentation concerning programming and participat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Wellness Director

Wellness Director

O2 FitnessRaleigh, NC
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O2 Fitness is dedicated to creating a thriving fitness community, and we are looking for a Wellness Director who shares our passion for helping others achieve their health and fitness goals.If you’...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Director-Trust & Safety Global Wellness (Remote role)

Director-Trust & Safety Global Wellness (Remote role)

North Carolina StaffingRaleigh, NC, US
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Global Wellness Leader - Trust & Safety.The global technology and services leader that powers the world's best brands, today and into the future. We're solution-focused, tech-powered, intelligence-f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Executive Director

Executive Director

Government JobsRaleigh, NC, US
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The North Carolina Association of County Directors of Social Services (NCACDSS) is a non-profit association representing the social service directors across North Carolina's counties.The NCACDSS's ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate Director, Financial Wellness

Associate Director, Financial Wellness

Marsh McLennanRaleigh, NC, US
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Associate Director, Financial Wellness.Compass Financial Partners, A Marsh & McLennan Agency LLC Company, provides business insurance, employee health & benefits, retirement, and private client ins...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Associate Director, Financial Wellness

Associate Director, Financial Wellness

US012 Marsh & McLennan Agency LLCSugar Bush,Raleigh
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Compass Financial Partners, A Marsh & McLennan Agency LLC Company.Associate Director, Financial Wellness.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Director

Director

Concert HealthRaleigh, NC, US
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Concert Health is a mission-driven Behavioral Health Medical Group bringing evidence-based behavioral health services to primary care practices and organizations across the country.Through outcome-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Center Director

Center Director

Solis MammographyCary, NC, US
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Looking to elevate your career? Join us!.Location : Cary, NC (This role is over multiple locations).Cohesive and Friendly Environment. Supportive and Encouraging Atmosphere.Certification by ARRT in M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Director / Director, Patient Recruitment

Associate Director / Director, Patient Recruitment

Science 37Raleigh, NC, US
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Associate Director / Director, Patient Recruitment.Science 37's mission is to accelerate clinical research by enabling universal trial access for patients. Through our solutions; Direct-to Patient Sit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Art Director

Art Director

French / West / VaughanRaleigh, NC, United States
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French | West | Vaughan (FWV) is seeking a talented, conceptual and passionate.You should have a strong background in graphic design, experience concepting, presenting and producing big-idea campai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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House Director

House Director

InsideHigherEdRaleigh, North Carolina, United States
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Division of Academic & Student Affairs.DASA) is where students discover connections and community.It is where students live, where they gather, where they improve themselves, each other, and their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Financial Wellness Consultant

Financial Wellness Consultant

PNCRaleigh , NC
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Description

  • 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. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
  • With direction, acquires and / or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
  • Manages risk / return and drives quality for new and / or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
  • Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and / or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
  • As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

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 in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of 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 / licensures needed to be successful in this position.

    Preferred Skills

    Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

    Competencies

    Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy

    Work Experience

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    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; 8 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.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit .

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at . 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.