Personal Banker - Crestline

PNC•Mountain Brook, AL

9d•Onsite

About The Position

The Personal Banker works within PNC's Retail Banking organization and is based in Birmingham, Alabama. The role acquires and deepens the branch customer base through proactive sales and service activities, manages the customer experience, and identifies opportunities to support customers’ financial wellbeing. The Personal Banker collaborates with ecosystem partners to grow customers’ share of wallet and positions PNC solutions to build revenue and customer loyalty. The role uses proactive sales conversations and a defined sales process, including outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The Personal Banker provides a full PNC conversation during client interactions, leverages ecosystem partnerships and community Centers of Influence, educates customers about transaction-management options and available technology, and applies product and procedural knowledge to resolve customer problems. The position also supports efficient and accurate branch operations and manages risk by following policies and procedures, using sound judgment, and applying heightened scrutiny to identify and avoid loss. PNC describes this as an in-office role and states that it 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 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 as required by Consumer Financial Protection Bureau regulations.
No required certifications or language assessments.

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 collaborate with ecosystem partners to grow customers’ share of wallet.
Drive proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during client interactions to identify appropriate PNC solutions.
Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Build customer loyalty and share of wallet through a differentiated customer experience and lobby engagement.
Educate customers about options for managing financial transactions by using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid 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.
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, plus time based on years of service.