Personal Banker - Woodstock 92 and Trickum

PNC•Woodstock, GA

21d•Onsite

About The Position

The Personal Banker works within PNC’s retail banking organization at the Woodstock, Georgia branch. The role acquires and deepens the branch customer base through proactive sales and service activities, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. The Personal Banker positions PNC solutions to generate revenue and build customer loyalty. The role drives sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation during customer interactions, uses community Centers of Influence and ecosystem partnerships to acquire and retain relationships, and educates customers about financial transaction options and available technology. The Personal Banker also resolves customer problems, follows risk policies and procedures, exercises sound judgment, and participates in accurate and efficient branch operations.

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.
Meet additional background-check requirements applicable under 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 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 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 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
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
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service