Personal Banker

PNC•Allentown, PA
•Onsite

About The Position

The Personal Banker works within PNC's Retail Banking organization at the South Side branch in Pittsburgh, Pennsylvania. This is an in-office role. The position acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to support customers’ financial wellbeing, collaborates with ecosystem partners, and positions PNC solutions to generate revenue and customer loyalty. The role uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation with each customer to identify relevant solutions, leverages community and ecosystem partnerships to acquire and retain relationships, and educates customers about transaction-management options using available technology and resources. The Personal Banker applies product and procedural knowledge to resolve customer problems, follows policies and procedures, manages risk, and contributes to accurate and efficient branch operations.

Requirements

  • Typically requires 3 or more years of experience.
  • Roles at this level typically require an associate degree or equivalent, plus 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.
  • Candidates considered for the position are subject to additional background checks 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.
  • 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 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.
  • Create customer loyalty and grow customers’ share of wallet through a differentiated experience.
  • Educate customers on options for managing financial transactions using technology, tools, and resources.
  • Use product and procedural knowledge to identify, mitigate, and resolve customer problems.
  • Adhere to policies and procedures, exercise sound judgment, and identify and avoid potential losses.
  • Participate in branch daily operations and ensure tasks 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.
  • Nine 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.
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