Personal Banker

PNC•Paoli, PA
•Onsite

About The Position

The Personal Banker works within PNC's Retail organization at the Paoli branch in Paoli, Pennsylvania. The role acquires and deepens the branch customer base through proactive sales and service, identifying ways to improve customers’ financial wellbeing, collaborating with ecosystem partners, and positioning PNC solutions to grow revenue and customer loyalty. The position is in-office. Spanish bilingual ability is preferred. The Personal Banker drives sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role conducts a full PNC conversation with every client interaction to identify appropriate solutions, educates customers on transaction options and available technology, and resolves customer problems using product and procedural knowledge. It also manages risk by following policies and procedures, using sound judgment, and helping ensure branch operations are completed efficiently and accurately. Candidates typically need an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. The posting states that the education requirement is “No Degree,” and no certifications are required. Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations. 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, 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.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

  • Bilingual Spanish speaking ability.
  • Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies in 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 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.
  • Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Create customer loyalty and grow customer 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.
  • Manage risk by adhering to policies and procedures, exercising sound judgment, and identifying and avoiding loss.
  • Participate in branch daily operations and help ensure they are completed efficiently and accurately.

Benefits

  • Medical and prescription drug coverage, with a Health Savings Account feature, subject to eligibility.
  • Dental and vision options, subject to eligibility.
  • 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, 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.
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