Personal Banker

PNC•Milwaukee, WI
•$41,250 - $68,750•Onsite

About The Position

The Personal Banker works within PNC’s Retail Banking organization at the East Capitol Branch in Milwaukee, Wisconsin. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to support customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. The Personal Banker positions PNC solutions to generate revenue and build customer loyalty. The role uses internal and outbound interactions—including outbound calls, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement—to deliver a consistent PNC conversation, identify customer needs, and recommend appropriate solutions. It also educates customers about options for managing financial transactions using available technology, tools, and resources. The Personal Banker applies product and procedural knowledge to solve customer problems, follows policies and procedures to manage risk, and participates in accurate and efficient branch operations. Spanish speaking ability is preferred. The position is in-office; PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

  • Typically requires 3 or more years of experience.
  • Typically requires an associate degree or equivalent, together with related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience 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.
  • Spanish speaking ability is preferred, not required.

Nice To Haves

  • Spanish speaking ability.
  • Skills and knowledge in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies in 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 wellbeing and position appropriate PNC solutions.
  • Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation in every customer interaction to identify appropriate solutions.
  • Build customer loyalty and grow customers’ share of wallet through a differentiated customer experience.
  • Educate customers on ways to manage financial transactions 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 within established limits, and identify and avoid losses.
  • Participate in daily branch 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, subject to eligibility.
  • Up to 11 paid holidays each year, subject to eligibility.
  • Nine occasional absence days each year, unless otherwise required by law, subject to eligibility.
  • 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
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