Personal Banker

PNC•Sarasota, FL

1d•Onsite

About The Position

The Personal Banker works within PNC's Retail Banking organization and is based in Sarasota, Florida. This in-office role acquires and deepens the branch customer base through proactive sales and service, identifies ways to improve customers’ financial wellbeing, collaborates with ecosystem partners to grow customers’ share of wallet, and positions PNC solutions to generate revenue and customer loyalty. Spanish bilingual ability is preferred but not required. The role uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The Personal Banker delivers a full PNC conversation during customer interactions, identifies appropriate solutions, educates customers about financial transaction options and technology, and applies product and procedural knowledge to resolve problems. The position also participates in branch operations and manages risk by following policies and procedures, exercising sound judgment, and working to prevent losses.

Requirements

Typically requires 3 or more years of experience.
Typically requires an associate degree or equivalent, together with related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Spanish speaking is preferred but not required.

Nice To Haves

Spanish speaking ability.
Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Competencies in banking products, digital awareness, effective communications, 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 position PNC solutions to grow 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 relationships.
Create customer loyalty and grow customer share of wallet through a differentiated customer experience.
Educate customers on financial transaction options using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
Adhere to policies and procedures, manage risk, and demonstrate sound judgment within established limits.
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 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 each year, subject to eligibility.
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, subject to eligibility.