Personal Banker Senior

PNC Bank•West Allis, WI
•Onsite

About The Position

As a Personal Banker Senior in PNC's Retail Banking organization, based at the West Allis Branch in West Allis, Wisconsin, you acquire and deepen the branch customer base through proactive sales and service. You identify opportunities to improve customers' financial wellbeing, collaborate with ecosystem partners to grow their share of wallet, and position PNC solutions to drive revenue and customer loyalty. This is an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role leads by example in proactive sales conversations, including outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. You deliver a full PNC conversation during client interactions, use community and ecosystem partnerships to acquire and retain relationships, and educate customers about financial transaction options using available technology and resources. You bring expert knowledge of complex financial products, services, and solutions; resolve customer problems; manage risk by following policies and procedures; and participate in efficient, accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge. The role typically requires at least four years of related business or functional experience. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. The position requires the ability to serve as a Notary Public in the applicable state, and candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

  • Typically requires at least four years of related business or functional experience.
  • Typically requires an associate degree or equivalent, along with related experience or product knowledge; a comparable combination of education, job-specific certification(s), 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.

Nice To Haves

  • Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies include knowledge of banking products, digital awareness, effective communication, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.
  • Home Lending Designated Lender Certification (PNC Financial Services Group, Inc.).

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.
  • Lead proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during client interactions 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 adhering to policies and procedures, exercising sound judgment, and identifying potential 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, subject to eligibility.
  • 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.
  • 9 occasional absence days each year, unless otherwise required by law.
  • Between 15 and 25 vacation days each year, depending on career level and years of service.
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