Personal Banker

PNC Bank•Summit, MO
•Onsite

About The Position

The Personal Banker acquires and deepens the branch customer base through proactive sales and service, helping customers improve their financial well-being and building loyalty. The role positions PNC solutions, collaborates with ecosystem partners and community Centers of Influence, and uses a defined sales process to grow customer relationships and revenue. The position is based in the West Pryor Solution Center in Lee's Summit, Missouri. PNC describes itself as an in-office company; candidates are encouraged to discuss workplace expectations with the recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not available for this position. The role also supports branch operations, customer problem resolution, risk management, and customer education about financial transaction options and available technology. Candidates typically need an associate degree or equivalent, related experience or product knowledge, and typically at least three years of experience. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

  • Typically requires at least 3 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 will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • No required certification is listed.
  • No required or preferred language assessment is listed.

Nice To Haves

  • Preferred skills: accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Preferred competencies: 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 well-being and collaborate with ecosystem partners to grow customers' share of wallet.
  • Position PNC solutions to generate revenue and customer loyalty.
  • Conduct proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during every client interaction to identify appropriate solutions.
  • Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Create customer loyalty and grow customer share of wallet through a differentiated customer experience.
  • 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.
  • Manage risk by following policies and procedures, exercising sound judgment within established limits, and identifying and avoiding 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.
  • 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 years of service.
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