Personal Banker

PNC•Antioch, TN

15d•Onsite

About The Position

The Personal Banker acquires and deepens the branch customer base through proactive sales and service, managing the customer experience and identifying ways to improve customers’ financial wellbeing. The role collaborates with ecosystem partners to grow customers’ share of wallet and positions PNC solutions to support revenue growth and customer loyalty. This is an in-office role based at the Antioch Solution Center in Antioch, Tennessee. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The position uses a defined sales process across outbound calls, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. The Personal Banker delivers a full PNC conversation in client interactions, identifies appropriate solutions, and uses ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. The role also educates customers on financial transaction options and uses technology, tools, and resources to meet their needs. The Personal Banker applies product and procedural knowledge to resolve customer problems, promote loyalty, and manage risk in accordance with policies and procedures. The role participates in branch operations and ensures work is completed efficiently and accurately. Successful employees are expected to focus on customer needs and satisfaction and effectively assess and manage risks in support of PNC’s Enterprise Risk Management Framework.

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.
Demonstrate customer focus by prioritizing customer needs and satisfaction in business decisions and creating customized customer solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
No required certifications or language assessments.

Nice To Haves

Accountability
Banking
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
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 appropriate PNC solutions.
Conduct proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation with every client interaction to identify appropriate solutions.
Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Build customer loyalty and grow customers’ share of wallet through a differentiated customer experience.
Educate customers on options for managing financial transactions 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.