Personal Banker

PNC•Miami, FL

19d•Onsite

About The Position

The Personal Banker works within PNC’s Retail Bank organization at the PNC Festival Plaza Retail Branch in Miami, Florida. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial wellbeing, collaborates with ecosystem partners to grow customers’ share of wallet, and positions PNC solutions to increase revenue and loyalty. The position is in-office. Spanish speaking is preferred. The role uses internal and outbound interactions—including outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement—to build client loyalty and identify appropriate PNC solutions. The Personal Banker educates customers about transaction-management options and uses technology, tools, and resources to meet their needs. The role also resolves customer problems, follows policies and procedures to manage risk and prevent loss, and participates in efficient and accurate branch operations.

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 knowledge and skills related to banking products, digital awareness, effective communication, managing multiple priorities, problem solving, prospecting, retail lending, selling, and understanding customer needs.
Candidates considered for the position 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 any registered role, applicable SAFE Act and/or FINRA requirements.

Nice To Haves

Spanish speaking ability is preferred.
Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

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 during client interactions to identify suitable PNC solutions.
Build 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.
Adhere to policies and procedures, use sound judgment within established limits, and help identify and avoid losses.
Participate in branch daily operations and 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.
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.
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, subject to eligibility.