Personal Banker Senior

PNC • Willoughby, OH

20d • $48,750 - $81,250 • Onsite

About The Position

The Personal Banker Senior acquires and deepens the branch customer base through proactive sales and service, helping customers improve their financial wellbeing and collaborating with ecosystem partners to grow their share of wallet. The role represents PNC, promotes its solutions, and supports new revenue and customer loyalty.

The position leads by example in proactive sales conversations across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation during client interactions, leverages ecosystem and community partnerships to acquire and retain relationships, and uses knowledge of complex financial products and technology to meet customer needs.

The role applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures, and participates in efficient and accurate branch operations. PNC describes itself as an in-office company. Candidates should connect with their recruiter and hiring manager to clarify workplace expectations. Employment visa sponsorship and STEM OPT participation are not provided.

Requirements

• Typically requires an associate degree or equivalent and related experience or product knowledge.
• Typically requires 4 or more years of related business or functional experience.
• A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Must be able to serve as a Notary Public in the applicable state.
• Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
• Demonstrate customer focus by prioritizing customer needs and satisfaction in business decisions and creating customized customer solutions.
• Assess and manage risks associated with business objectives and activities 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 collaborate with ecosystem partners to grow their share of wallet.
• Represent PNC and position its solutions to generate revenue and build customer loyalty.
• 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.
• Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
• Engage customers in the lobby and position financial products to meet their needs.
• Educate customers about options for managing financial transactions using technology, tools, and resources.
• Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
• Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid loss.
• Participate in branch daily operations, ensuring 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, 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.

What This Job Offers

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