Personal Banker

PNC•Katy, TX

10d•Onsite

About The Position

The Personal Banker works within PNC’s retail organization at the Elyson branch in Katy, Texas. This in-office role acquires and deepens the branch customer base through proactive sales and service, identifies ways to improve customers’ financial well-being, collaborates with ecosystem partners, and positions PNC solutions to grow revenue and customer loyalty. The role drives sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The Personal Banker conducts a full PNC conversation with each customer to identify suitable solutions, uses community and ecosystem partnerships to acquire and retain relationships, and educates customers about options for managing financial transactions through available technology and resources. The position also resolves customer problems using product and procedural knowledge, manages risk by following policies and procedures, and participates in accurate and efficient daily branch operations. PNC describes its workplace as in-office and emphasizes an inclusive, supportive culture. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires 3 or more years of experience.
Roles at this level typically require an associate degree or equivalent, together 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 knowledge, skills, and abilities appropriate to the role, including customer focus and risk management.
Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

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 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 position appropriate PNC solutions.
Drive 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.
Leverage ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
Create customer loyalty and grow customers’ share of wallet through a differentiated experience.
Educate customers on options for managing financial transactions using technology, tools, and resources.
Use product and procedural knowledge to identify, mitigate, and solve customer problems.
Manage risk by adhering to policies and procedures, exercising sound judgment within established limits, and identifying and avoiding loss.
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 coverage 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.
Backup 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 eligibility.