Personal Banker

PNC•Murrieta, CA
•$45,375 - $75,625•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This full-time, in-office Personal Banker role is part of PNC's Branch Banking organization and is based at 40780 California Oaks Rd., Murrieta, CA 92562. Spanish fluency is preferred. The Personal Banker 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 customers' share of wallet. The role positions PNC solutions to generate revenue and customer loyalty, manages customer interactions, resolves problems, and supports efficient and accurate branch operations while adhering to policies and procedures and managing risk. The position is incentive eligible, with payments based on company, business, and/or individual performance. PNC will 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; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Typically requires 3 or more years of experience.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • No degree is listed under the Education section.
  • No certifications are required.
  • Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Nice To Haves

  • Spanish fluency and Spanish-speaking ability are 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 appropriate PNC solutions.
  • Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during each customer interaction to identify relevant solutions.
  • Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Build customer loyalty and increase share of wallet by delivering 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 adhering to policies and procedures, using sound judgment within established limits, and exercising heightened scrutiny to 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
  • 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
  • Up to 11 paid holidays each year
  • 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
  • Incentive-eligible compensation based on company, business, and/or individual performance
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