Personal Banker

PNC Bank • Montgomery, AL

6d • Onsite

About The Position

The Personal Banker works within PNC’s retail organization in Montgomery, Alabama. The role acquires and deepens the branch customer base through proactive sales and service, manages the customer experience, and identifies opportunities to improve customers’ financial wellbeing. The banker collaborates with ecosystem partners and community Centers of Influence to grow customers’ share of wallet, acquire and retain relationships, and build loyalty by positioning appropriate PNC solutions.

The position conducts proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation at every customer interaction, educates customers about options for managing financial transactions using available technology and resources, and applies product and procedural knowledge to resolve customer problems. The banker also follows policies and procedures, uses sound judgment to manage risk and avoid losses, and participates in efficient and accurate branch operations.

This is an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates considered for the position are subject to additional background checks required under Consumer Financial Protection Bureau regulations.

Requirements

• Typically requires at least 3 years of experience.
• Typically requires an associate degree or equivalent, along 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 appropriate knowledge, skills, and abilities for the role.
• Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

• Accountability
• Banking knowledge
• Client loyalty
• Customer experience (CX)
• Customer service
• Identifying opportunities
• Leveraging technology
• Proactive sales
• Knowledge of banking products
• Digital awareness
• Effective communication
• Managing multiple priorities
• Matrix management
• Problem solving
• Prospecting
• Retail lending
• Selling
• 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 manage their customer experience.
• Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships and grow share of wallet.
• Position PNC solutions to generate revenue, meet customer needs, and build loyalty.
• Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
• Deliver a full PNC conversation with every client interaction to identify appropriate solutions.
• Perform lobby engagement activities to connect with customers and position products to meet their needs.
• 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 effectively.
• Adhere to policies and procedures, demonstrate sound judgment within established limits, and identify and avoid potential losses.
• 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, subject to eligibility.
• Dental and vision coverage options, subject to eligibility.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match.
• Pension plan.
• Stock purchase plan.
• 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 per year, depending on eligibility.
• 9 occasional absence days per year, unless otherwise required by law, depending on eligibility.
• 15 to 25 vacation days per year depending on career level and years of service, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree