Personal Banker

PNC•Longmont, CO

26d•$45,375 - $75,625•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Personal Banker role is part of PNC's Branch Banking organization and is based in Longmont, Colorado. It is an in-office position. Spanish bilingual ability is preferred. The Personal Banker acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers' financial wellbeing, and works with ecosystem partners to grow customers' share of wallet. The role positions PNC solutions to generate revenue and customer loyalty. It uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement, and delivers a full PNC conversation with each client to identify appropriate solutions. The role builds loyalty through a differentiated customer experience, educates customers about ways to manage financial transactions using technology and other resources, and uses product and procedural knowledge to resolve customer problems. It also manages risk by following policies and procedures, exercising sound judgment, identifying potential losses, and participating in efficient and accurate 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. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Preferred Spanish-speaking ability.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Spanish bilingual ability or Spanish-speaking proficiency.
Accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales skills.
Competencies in banking products, digital awareness, effective communication, 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 expand customers' relationships with PNC.
Position PNC solutions to drive 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 during each client interaction to identify appropriate solutions.
Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships.
Engage with customers in the lobby and position PNC products to meet their needs.
Educate customers on options for managing financial transactions using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
Follow policies and procedures, use sound judgment within established limits, and identify and avoid potential losses.
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, 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 programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and eligibility.