Colton Narron

Investment Consultant at PNC Investments

Role
Investment Consultant at PNC
Location
Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Investment Consultant

    PNC

    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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Colton Narron — Investment Consultant at PNC in Raleigh-Durham-Chapel Hill, NC, US | Unifers