Personal Banker
About The Position
The Personal Banker works within PNC's Retail organization at the Brentwood Branch in Cincinnati, Ohio. This in-office 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 increase customer relationships and loyalty. The banker positions PNC solutions to meet customer needs and generate revenue. The role uses a defined sales process that includes outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation in each customer interaction, uses community and internal partnerships to acquire, expand, and retain relationships, and helps customers manage financial transactions using available technology, tools, and resources. The Personal Banker applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures, and participates in efficient and accurate daily branch operations. PNC describes the position as in-office and says the role is incentive eligible, with payments based on company, business, and/or individual performance. Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations. PNC will 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, as well as related experience or product knowledge; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
- Demonstrate knowledge, skills, and abilities appropriate to the role.
- Candidates 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 appropriate PNC solutions.
- 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.
- Use ecosystem partnerships 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 on ways to manage financial transactions using technology, tools, and resources.
- Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
- Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid potential 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 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 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.
- Between 15 and 25 vacation days each year, depending on career level and years of service.
- Incentive compensation based on company, business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
