Financial Wellness Consultant

PNC

Full-time Tampa, Florida Financial Specialists

Posted:

June 11, 2026

Location:

Tampa, Florida, United States

Job Description

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.

            

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Job Overview

Job Type: Full-time

Location: Tampa, United States

Posted: June 11, 2026

Deadline: July 21, 2026