Personal Banker Senior

PNC•Naples, FL

20d•Onsite

About The Position

The Personal Banker Senior works within PNC’s Retail Banking organization and is based in Naples, Florida. 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 PNC solutions to generate revenue and customer loyalty. The position leads by example in proactive sales conversations, including outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation during client interactions, identifies appropriate solutions, and uses ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. The banker promotes customer loyalty through a differentiated experience, demonstrates expert knowledge of complex financial products and services, and educates customers on managing transactions using available technology and resources. The role applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures and exercising sound judgment, and participates in efficient and accurate branch daily operations. PNC describes this as an in-office role and does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, as well as related experience or product knowledge.
Typically requires 4 or more years of related business or functional experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate customer focus and use customer needs and satisfaction to create customized solutions.
Assess and manage risks associated with business objectives and activities in accordance with 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 branch customer relationships 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 calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during client interactions to identify appropriate solutions and promote customer loyalty.
Engage customers in the lobby and position financial products to meet their needs.
Educate customers on financial transaction options 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, and identify and avoid loss.
Participate in branch daily operations and ensure tasks 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, depending on eligibility.
15 to 25 vacation days each year depending on career level and eligibility.