Personal Banker Senior

PNC Bank•Euclid, OH

13d•Onsite

About The Position

The Personal Banker Senior acquires and deepens the branch customer base through proactive sales and service, manages the customer experience, and identifies opportunities to improve customers’ financial wellbeing. The role collaborates with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships, grow share of wallet, increase revenue, and build customer loyalty. The position is based in a PNC branch and is in-office; the posting does not specify a city or state. The Personal Banker Senior leads by example in proactive sales conversations across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The banker delivers a full PNC conversation with each client to identify appropriate solutions, has expert knowledge of complex financial products and services, and educates customers about managing transactions using technology, tools, and resources. The role also applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures, and participates in efficient, accurate branch operations. PNC expects employees to be customer-focused and to assess and manage risks in support of its Enterprise Risk Management Framework. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks under Consumer Financial Protection Bureau regulations. The role is incentive eligible, with payment based on company, business, and/or individual performance.

Requirements

Typically requires 4 or more years of related business or functional experience.
Typically requires an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Ability to serve as a Notary Public in the applicable state.
Candidates may be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Demonstrate customer focus and knowledge of practices that align customer needs and satisfaction with business decisions.
Ability to assess and manage risks in support of PNC’s Enterprise Risk Management Framework.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Relevant competencies include 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 manage their customer experience.
Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
Position PNC solutions to drive new revenue and customer loyalty.
Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation with every client 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 solve customer problems.
Manage risk by adhering to policies and procedures, exercising sound judgment, and identifying and avoiding loss.
Participate in branch daily operations and help ensure they are completed efficiently and accurately.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
Dental and vision options, subject to eligibility.
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.
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.
Incentive-eligible compensation based on company, business, and/or individual performance.