Personal Banker
About The Position
As a Personal Banker in PNC's retail branch organization, based at the Schaumburg West branch in Schaumburg, Illinois, you acquire and deepen the branch customer base through proactive sales and service activities. You manage the customer experience by identifying opportunities to improve customers' financial well-being, collaborating with ecosystem partners to grow customers' share of wallet, and positioning PNC solutions to generate revenue and customer loyalty. The role uses a defined sales process across outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. You deliver a full PNC conversation with every client interaction, identify appropriate solutions, and leverage community relationships to acquire, expand, and retain customer relationships. You educate customers about options for financial transactions using technology, tools, and resources, and apply product and procedural knowledge to resolve problems. You also manage risk by following policies and procedures, exercising sound judgment, identifying potential losses, and participating in accurate and efficient daily branch operations. PNC expects employees to prioritize customer needs and satisfaction and to assess and manage risks in accordance with its Enterprise Risk Management Framework. The position is in-office. Candidates must meet applicable background-check requirements. The role is incentive eligible, with incentive payment based on company, business, and/or individual performance.
Requirements
- Typically requires 3 or more years of experience.
- Roles at this level typically require an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- Demonstrate knowledge, skills, and abilities appropriate to the role.
- Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
Nice To Haves
- Accountability
- Banking
- Client loyalty
- Customer experience
- 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 well-being and recommend appropriate PNC solutions.
- Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
- 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 suitable products and services.
- Build customer loyalty and grow customers' share of wallet through a differentiated customer experience.
- Educate customers about ways to manage financial transactions using technology, tools, and resources.
- Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
- Manage risk by following policies and procedures, exercising sound judgment, and identifying and avoiding potential losses.
- 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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
