Personal Banker (MLO)

PNC•Mount Dora, FL

4d•Onsite

About The Position

The Personal Banker works within PNC’s Retail Branch organization at the Mount Dora Branch in Mount Dora, Florida. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customer relationships and loyalty. The position is in-office. Spanish bilingual ability is preferred. The Personal Banker conducts proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The employee delivers a full PNC conversation with every client interaction, identifies appropriate solutions, and uses ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. The role educates customers about ways to manage financial transactions using available technology, tools, and resources, and applies product and procedural knowledge to resolve customer problems. The position also manages risk by following policies and procedures, exercising sound judgment within established limits, identifying and avoiding loss, and supporting efficient and accurate daily branch operations. PNC expects employees to prioritize customer needs and satisfaction and to assess and manage risks in accordance with the Enterprise Risk Management Framework.

Requirements

Typically requires 3 or more years of experience.
Roles at this level typically require an associate degree or equivalent, along with 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.
The position is subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, applicable SAFE Act and/or FINRA requirements concerning certain criminal history.

Nice To Haves

Bilingual Spanish ability is preferred.
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 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 wellbeing and position PNC solutions to generate revenue and customer loyalty.
Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during every client interaction to identify appropriate PNC solutions.
Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Create customer loyalty and grow customers’ 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 and avoiding loss.
Participate in branch daily operations and ensure they are completed efficiently and accurately.

Benefits

Medical and prescription drug coverage, with 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 years of service, subject to eligibility.