Personal Banker

PNC • Houston, TX

21d • Onsite

About The Position

At PNC, a Personal Banker in the retail organization is based at the Buffalo Speedway branch in Houston, Texas. This in-office role acquires and deepens the branch customer base through proactive sales and service, identifying opportunities to improve customers’ financial wellbeing and positioning PNC solutions to increase revenue and customer loyalty. The banker collaborates with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.

The role delivers a differentiated customer experience through proactive sales conversations, outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. Personal Bankers conduct a full PNC conversation with each client, educate customers about options for managing financial transactions with available technology and resources, and use product and procedural knowledge to resolve customer problems. The position also participates in efficient, accurate branch operations and manages risk by following policies and procedures and exercising sound judgment.

PNC describes itself as an in-office company. It does not provide employment visa sponsorship or participate in STEM OPT for this position.

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, including military service, may be considered in lieu of a degree.
• Demonstrate appropriate knowledge, skills, and abilities for the role.
• Required competencies include banking products, digital awareness, effective communications, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.
• Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

• 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 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 with every client interaction to identify appropriate solutions.
• Use ecosystem partnerships 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 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 potential loss.
• Participate in branch daily operations and help ensure they are completed efficiently and accurately.

Benefits

• Medical and prescription drug coverage, including 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 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
• Between 15 and 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed