Personal Banker

PNC•Wesley Chapel, FL
•Onsite

About The Position

As a Personal Banker in PNC's retail banking organization, based at 1715 Bruce B Downs Blvd, Wesley Chapel, Florida, you will acquire and deepen the branch customer base through proactive sales and service activities. You will identify opportunities to improve customers' financial well-being, collaborate with ecosystem partners to grow customers' share of wallet, and position PNC solutions to drive revenue and loyalty. The role is in-office; PNC encourages candidates to discuss workplace expectations with their recruiter and hiring manager. You will conduct proactive sales conversations through internal and outbound interactions, including outbound calling, service-to-sales opportunities, teller interactions, appointment setting, and lobby engagement. You will deliver a full PNC conversation with each client interaction, identify suitable solutions, and use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. You will also educate customers about options for managing financial transactions using available technology, tools, and resources. The position applies product and procedural knowledge to resolve customer problems, builds customer loyalty through a differentiated experience, and supports efficient and accurate branch operations. It requires adherence to policies and procedures, sound judgment within established limits, and heightened attention to identifying and avoiding loss. PNC emphasizes customer focus and effective management of risks in keeping with its Enterprise Risk Management Framework.

Requirements

  • Typically requires 3 or more years of experience.
  • Roles at this level typically require an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered in lieu of a degree.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Candidates are 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.

Responsibilities

  • Acquire and deepen the branch customer base through proactive sales and service activities.
  • Identify opportunities to improve customers' financial well-being and position PNC solutions to meet their needs.
  • Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Conduct 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 and build customer loyalty.
  • 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.
  • Adhere to policies and procedures, manage risk, and use sound judgment to identify and avoid 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.
  • 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.
  • 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, depending on eligibility.
  • Up to 11 paid holidays each year, depending on eligibility.
  • Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
  • Between 15 and 25 vacation days each year, depending on career level and eligibility.
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