Personal Banker

PNC Bank•Westfield, IN
•Onsite

About The Position

As a Personal Banker in PNC's retail banking organization, based in Westfield, Indiana, you will acquire and deepen the branch customer base through proactive sales and service activities. You will manage the customer experience by identifying opportunities to improve customers’ financial wellbeing, collaborating with ecosystem partners, and positioning PNC solutions to grow revenue, customer loyalty, and share of wallet. This is an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role uses a defined sales process that includes outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. Personal Bankers deliver a full PNC conversation with each client interaction, educate customers on transaction-management options and available technology, and apply product and procedural knowledge to resolve customer problems. They also manage risk by following policies and procedures, using sound judgment, identifying potential losses, and contributing to accurate and efficient branch operations. PNC emphasizes customer focus and effective risk management. Candidates typically need an associate degree or equivalent and related experience or product knowledge; comparable education, job-specific certification, and experience may be considered in lieu of a degree. The position typically requires at least three years of experience. No degree or certification is listed as required.

Requirements

  • Typically requires at least 3 years of experience.
  • Roles at this level typically require an associate degree or equivalent, along with 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.
  • Customer-focused approach, prioritizing customer needs and satisfaction and using that understanding to develop customized solutions.
  • Ability to assess and manage risks in support of PNC’s Enterprise Risk Management Framework.
  • Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

  • Accountability
  • Banking knowledge
  • Client loyalty
  • Customer experience (CX)
  • Customer service
  • Identifying opportunities
  • Leveraging technology
  • Proactive sales
  • Knowledge of banking products
  • Digital awareness
  • Effective communications
  • 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 wellbeing and manage the customer experience.
  • Collaborate with ecosystem partners to grow customers’ share of wallet and acquire, expand, and retain relationships.
  • 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 during every client interaction to identify appropriate solutions.
  • Create 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.
  • Use product and procedural knowledge to identify, mitigate, and solve customer problems.
  • Manage risk by following policies and procedures, exercising sound judgment, and identifying and avoiding loss.
  • 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, 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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