Personal Banker Senior

PNC Bank • Cleveland, OH

12d • Onsite

About The Position

The Personal Banker Senior works within PNC’s Retail Branch organization in the Central Cleveland Region. The role acquires and deepens branch customer relationships through proactive sales and service, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. As a PNC ambassador, the banker positions solutions to drive revenue and customer loyalty, delivers a full PNC conversation during each interaction, and uses a defined sales process that includes outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement.

The position requires expert knowledge of complex financial products, services, and solutions. The banker educates customers about ways to manage financial transactions using available technology, tools, and resources; applies product and procedural knowledge to resolve customer problems; manages risk in accordance with policies and procedures; and participates in accurate, efficient branch operations. This is an in-office role. Candidates must be able to serve as a Notary Public in the applicable state. Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

• Typically requires an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• Typically requires 4 or more years of related business or functional experience.
• Ability to serve as a Notary Public in the applicable state.
• Demonstrated customer focus and ability to create customized customer solutions.
• Ability to assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Nice To Haves

• Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies in banking products, digital awareness, effective communications, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities.
• Identify opportunities to improve customers’ financial wellbeing and recommend appropriate PNC solutions.
• Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
• Drive proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
• Deliver a full PNC conversation with every customer interaction to identify appropriate solutions.
• Grow customer loyalty and share of wallet through a differentiated customer experience.
• Educate customers on options for managing financial transactions using technology, tools, and resources.
• Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
• Manage risk by following policies and procedures, exercising sound judgment within established limits, and identifying and avoiding loss.
• Participate in branch daily operations and ensure they are completed efficiently and accurately.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature
• Dental and vision options
• Employee and spouse/child life insurance
• Short- and long-term disability protection
• 401(k) with PNC match
• Pension plan
• Stock purchase plan
• Dependent care reimbursement account
• Backup 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
• Up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree