Personal Banker

PNC•Lee's Summit, MO
•Onsite

About The Position

The Personal Banker acquires and deepens the branch customer base through proactive sales and service, manages the customer experience, and identifies opportunities to support customers’ financial wellbeing. The role positions PNC solutions to generate revenue and customer loyalty, and collaborates with ecosystem partners and community Centers of Influence to acquire, expand, and retain relationships. The position is based at the West Pryor Solution Center in Lee's Summit, Missouri. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not available for this position. The Personal Banker drives sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role provides a full PNC conversation during customer interactions, educates customers about ways to manage financial transactions using technology and other resources, and applies product and procedural knowledge to resolve customer problems. It also supports branch daily operations, follows policies and procedures, and manages risk with sound judgment and heightened scrutiny to help prevent loss. Candidates typically need an associate degree or equivalent and related experience or product knowledge; roles at this level typically require 3 or more years of experience. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree. The posting lists no degree under its Education section and no required certifications. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

  • Typically requires 3 or more 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 certification(s), and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate to the role.
  • Skills and competencies include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, proactive sales, 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 role are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • No required certification(s) or language assessments are listed.

Nice To Haves

  • Preferred skills include accountability, banking, client loyalty, customer experience (CX), 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.
  • Leverage ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
  • 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.
  • Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
  • Adhere to policies and procedures, manage risk, and use sound judgment to help avoid 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 programs that are fully paid.
  • 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.
  • Between 15 and 25 vacation days each year, depending on career level and eligibility.
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