Mobile Branch Banker

PNC•Duluth, GA

6d•Onsite

About The Position

The Mobile Branch Banker drives a 30-foot Mobile Branch vehicle to bring financial education, guidance, and banking access to underserved communities. The role builds trusted relationships and helps consumers improve their financial well-being through proactive outreach, needs-based conversations, product and service sales, and customer education. The banker works outside traditional PNC branches at partner locations and community events, traveling to multiple locations each day. They identify sales opportunities, onboard new clients, develop customer relationships and appointment pipelines, and connect clients with PNC partners based on their financial needs. The role also involves planning on-site events, explaining PNC technology options, and operating the Mobile Branch safely. Spanish proficiency is preferred. PNC describes the position as in-office and notes that candidates should discuss workplace expectations with their recruiter and hiring manager.

Requirements

Typically requires 3 or more years of experience; related experience or product knowledge is needed to perform the primary duties.
The role typically requires an associate degree or equivalent, or a comparable combination of education, job-specific certification(s), and experience, including military service, in lieu of a degree. The posting’s Education section states “No Degree.”
Must have a current, up-to-date driver’s license issued by the state where the employee will work or drive, and a clean driving record.
Must be able to drive a commercial motor vehicle with a gross vehicle weight rating over 10,001 pounds and under 26,001 pounds.
Must obtain and maintain a valid Medical Examiner’s Certificate in accordance with state and federal requirements.
Must have access to reliable vehicle transportation for travel to multiple work locations daily.
Must be able to lift and carry up to 40 pounds.
Demonstrated customer focus and ability to create customized customer solutions.
Ability to assess and manage risks in alignment with PNC’s Enterprise Risk Management Framework.
Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Spanish speaking; bilingual Spanish is preferred.
Preferred skills include Anti-Money Laundering (AML), customer loyalty, customer solutions, financial modeling, identifying sales opportunities, leveraging technology, portfolio management, and strategic collaborations.
Competencies include addressing customer needs, branch banking services, customer acquisition, customer experience management, effective communications, managing multiple priorities, sales closing and agreements, sales proposals and presentations, and selling.

Responsibilities

Proactively approach and engage consumers in the community through financial exploratory conversations.
Identify prospective partner organizations, initiate outreach, and build relationships that expand the Mobile Branch’s presence and impact.
Lead financial education seminars and conversations that support consumers’ financial well-being.
Travel to multiple partner locations and events each day, adapting to community needs.
Regularly drive and operate the 30-foot Mobile Branch vehicle and provide a safe, welcoming experience.
Build the retail customer base through proactive outbound sales conversations and sell bank products and services to existing and prospective clients outside PNC branches.
Identify and act independently on sales opportunities to achieve assigned sales goals.
Connect clients with PNC partners, including PNC Investment, PNC Mortgage, and consumer loan solutions, based on their needs and goals.
Onboard new clients, grow household relationships, and build a pipeline of appointments for branches and PNC partners.
Deliver needs-based conversations that demonstrate value and help customers achieve greater financial well-being.
Create customer experiences at external events to support acquisition, loyalty, and increased share of wallet; plan continued on-site events to strengthen relationships.
Educate and coach customers on PNC capabilities and technology options.
Assess and manage business risks in accordance with PNC’s Enterprise Risk Management Framework.
Travel to multiple work locations daily and lift and carry up to 40 pounds of materials or promotional items as required.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
401(k) with PNC match.
Pension and stock purchase plans.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and years of service.