Rick Wilcox

Energizer
DISC Type : I

EVP; Head of Retail Product Management & Development at PNC

Greater Pittsburgh Region, United States

Overview

Rick Wilcox is a seasoned financial services executive and the current Head of Retail Product Management for PNC Bank. He is responsible for the retail banks core product portfolio and the development of digital experiences. His career includes senior strategy and execution roles at PNC and Bank of America, and he holds a BA from Asbury University.

He has a deep background in managing technical development, infrastructure, application management, and technology operations, with a specific focus on data quality and governance.

Personality Overview

Relationship Oriented

Believer

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Retail Product Strategy
As Head of Retail Product at PNC, he leads the management of the core banking product portfolio and the development of new capabilities and digital experiences.
Financial Wellness
Stated that new products should meet a wide range of clients' financial wellness needs, from students to retirees, reflecting a commitment to customer financial goals.
Product Simplification
Emphasizes creating straightforward, low-cost accounts that remove complexity from banking and provide customers with transparent and simple money management.

Media Appearances

Rick has no verified media appearances

Work History

1-2024
EVP; Head of Retail Product Management & Development at PNC
1-2022 - 1-2024
EVP; Head of Small Business Solution Strategy & Design at PNC
6-2017 - 1-2022
EVP; Director of Retail Lending Strategy & Planning at PNC
8-2015 - 6-2017
SVP; Head of Enterprise Project Management at PNC
9-2014 - 8-2015
SVP; Head of Merchant Data Governance & Operations at Bank of America

Education

Bachelor of Arts - BA from Asbury University
UVA Technology Development Program from University of Virginia Darden School of Business

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : EVP; Head of Retail Product Management & Development at PNC
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Rick

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Rick take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Rick

Personality Compatibility


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