Personal Banker

PNC•Montgomery, TX

27d•Onsite

About The Position

As a Personal Banker in PNC’s retail organization, based in Montgomery, Texas, you acquire and deepen the branch customer base through proactive sales and service. You identify opportunities to improve customers’ financial wellbeing, collaborate with ecosystem partners to grow their share of wallet, and position PNC solutions to generate revenue and customer loyalty. The role is in-office. Spanish-speaking ability is preferred; PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. You engage customers through outbound calls, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. You deliver a full PNC conversation during each client interaction, identify appropriate solutions, and use product and procedural knowledge to resolve customer issues. You also help customers manage financial transactions using available technology, tools, and resources. The role includes participating in efficient and accurate branch operations and managing risk by following policies and procedures, exercising sound judgment, and taking care to identify and avoid potential loss. Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

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 the role’s needs in banking products, digital awareness, effective communication, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.

Nice To Haves

Spanish speaking ability is preferred.
Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

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 increase 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 during every client interaction to identify appropriate solutions.
Work with ecosystem partners 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 about 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, manage risk, and use sound judgment within established limits to 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 coverage 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, subject to eligibility.
Up to 11 paid holidays per year, subject to eligibility.
9 occasional absence days per year, unless otherwise required by law.
15 to 25 vacation days per year depending on career level and years of service, subject to eligibility.