Financial Wellness
The process of outbound calling customers to ask them to schedule an appointment to have an annual financial wellness review.
What is "Multi-channel" calling?
This is where on Edge Knowledge you can find information about the consultative selling process and resources to use that support the process.
What is The Consultative Selling Skills Resource Page?
A remark often at the opening of a conversation that provides a client assurance of ability to assist.
What is
"Capability Statement"?
Navigate here on Edge Knowledge to aid you with all things related to conducting a PNC conversation.
What is The PNC Conversation Resource Page?
Required training to be completed quarterly to ensure we are abiding by legal standards and practices.
What is "Compliance" ?
While we are no longer required to swivel to Genesis to status appointments it is still important that we navigate to Genesis during PNC conversations to status this.
What are "Insights"?
The five fundamentals of selling are: Connecting, Encouraging, Questioning, Confirming, and P...
What is "Providing"?
A unique kind of open-ended question that requires the customer to become engaged in the conversation.
What is "High-Gain"?
Each day you complete one of these to keep track of your PNC Conversations.
What is PNC Conversation daily debrief log ?
These employees have completed the requirements to submit a home equity application.
What is a "Designated Lender"?
This tool aids in having meaningful needs based conversations with customers to help them achieve Financial Wellness.
What is The Financial Wellness Journey App?
What is the first key principle of consultative selling?
What is "Focus on the customer"?
(Why does this make sense for this customer)
Completed in advance of an appointment to help you provide a needs-based conversation.
What is a "Pre-appointment plan"?
A digital sales tool that provides access to financial educational resources.
What is "Seismic"?
This PNC Credit Card offers the lowest available interest rate and the longest term of 0% for balance transfers.
What is the PNC Core Credit Card?
This is the first step of financial wellness.
Understand how much money you have coming in, when and where it is coming from and how you spend it.
What is "Get Clear"?
What is the second key principle of consultative selling?
What is earning the right to advance?
(Understanding that mild interest isn't necessarily reason to jump into a product. We don't push!)
What does the PNC Acronym NAR mean?
What is "New Account Review"?
This course and resource page on Edge knowledge teaches you about the three driving principles of effective selling, use fundamental selling skills and conduct customer conversations and advance sales situations.
What is "Consultative selling skills"?
These are the three things that you need to confirm when submitting a quality PNCI referral.
What are Time, Interest, and Money (TIM)
These are the final 3 steps of the Financial Wellness Journey.
What are "Take Control", "Grow" and "Plan & Protect" ?
What is the third key principle of consultative selling?
(Bring it all together to provide a solution by involving the customer)
P - Personalize
N - _________
C - Close
What is "Needs Identification"?
A resource that helps you get to know and work with your partners more effectively and improve customers' experiences with PNC by helping to support customers with their financial wellness journey.
What is "OneEco"?
This is what the PNC CARES Model means.
What is
Connect, Acknowledge, Resolve, Express thanks and Share?