Personal Banker

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

About The Position

As a Personal Banker within PNC's Retail Banking organization, based in Clovis, California, you will acquire and deepen the branch customer base through proactive sales and service activities. You will identify opportunities to improve customers' financial wellbeing, collaborate with ecosystem partners to grow their share of wallet, and position PNC solutions to drive revenue and customer loyalty. The role is in-office; PNC encourages candidates to confirm workplace expectations with their recruiter and hiring manager. You will use a defined sales process that includes outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. In each customer interaction, you will conduct a full PNC conversation to identify appropriate solutions, leverage community and ecosystem relationships, and educate customers on financial transaction options through technology and other resources. You will apply product and procedural knowledge to resolve customer problems, adhere to policies and procedures, manage risk, and contribute to efficient and accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge; the position typically requires 3 or more years of experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered. The listing specifies “No Degree” under Education and no required certifications. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations. The position is incentive eligible, with incentive payments based on company, business, and/or individual performance.

Requirements

  • Typically requires 3 or more years of experience.
  • Roles at this level typically require an associate degree or equivalent, along with related experience or product knowledge; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered instead of a degree.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Candidates being considered are subject to additional background checks as 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 wellbeing and position PNC solutions to grow 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 with each client 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 customer experience.
  • Educate customers about financial transaction options 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, exercising sound judgment, and identifying and avoiding loss.
  • Participate in branch daily operations and ensure they are completed efficiently and accurately.

Benefits

  • Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
  • 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 and back-up child/elder care.
  • Adoption, surrogacy, and doula reimbursement.
  • Educational assistance, including select programs that are fully paid.
  • Wellness program with financial incentives.
  • Maternity and/or parental leave, depending on eligibility.
  • Up to 11 paid holidays each year, depending on eligibility.
  • 9 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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