Personal Banker

PNC•Fort Worth, TX
•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Personal Banker role is within PNC's Retail Branch Banking organization and is based at the Presidio Crossing branch in Fort Worth, Texas. The role is in-office. Spanish language ability is preferred. The Personal Banker acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. The role positions PNC solutions to generate revenue and customer loyalty while delivering a differentiated customer experience. The Personal Banker conducts proactive sales conversations through internal and outbound interactions, including outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement. The role delivers a full PNC conversation with each client interaction, educates customers about financial transaction options and available technology, and uses product and procedural knowledge to resolve customer problems. It also supports branch operations and manages risk by following policies and procedures and exercising sound judgment.

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 appropriate knowledge, skills, and abilities for the role.
  • Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

  • Spanish speaking ability.
  • Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies include 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 drive revenue and loyalty.
  • Conduct proactive sales conversations through outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during each client interaction to identify appropriate solutions.
  • Leverage 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 about options for managing financial transactions by 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 applying heightened scrutiny to identify and avoid 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, 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, depending on eligibility.
  • Up to 11 paid holidays each year, depending on eligibility.
  • 9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
  • 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
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