Colton Narron
Investment Consultant at PNC Investments
- Role
- Investment Consultant at PNC
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Colton Narron
I am a self-starting, hands-on leader who is highly regarded for my communication skills and keen attention to detail. I have a proven track record in goal setting, time management, and overall business knowledge. I am a quick learner that can balance competing demands while simultaneously building and maintaining long-term valued relationships. You can reach me at 91••••••01 or c••••••••@yahoo.com
Experience
Investment Consultant
Jan 2023 — Present
Build customer base through quality service conversations- Manage the customer experience end to end, by efficiently handling service transactions, identify sales opportunities- Promote growth of PNC\'s products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals- Identify opportunities through meaningful conversations with customers, executing sales- Create customer loyalty and grow customer share of wallet through a differentiated customer experience- Apply product and procedural knowledge to solve customer problems appropriately and efficiently- Execute on the transactional needs of clients referred by internal partners- Have regular and effective communication with internal partners and clients to build strong relationships that drive referral activity- Maintain high levels of customer satisfaction consistent with PNC\'s core values- Meet service level agreements on lead and referral follow up as it relates to service and sales opportunities- Adhere to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.
Education
Surry Community College
Asssociate of Arts A.A., College Transfer
2013 — 2015
University of North Carolina at Wilmington
Bachelor of Science - Business Administration, Marketing Strategy
2015 — 2017
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