Personal Banker

PNC•Lower Merion Township, PA

11d•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This Personal Banker role is part of PNC's Retail organization and is based at the Bryn Mawr branch in Bryn Mawr, Pennsylvania. The position is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The Personal Banker acquires and deepens the branch customer base through proactive sales and service activities. The role manages the customer experience by identifying opportunities to improve customers' financial wellbeing, collaborating with ecosystem partners to grow customers' share of wallet, and positioning PNC solutions to drive revenue and customer loyalty. The position uses a defined sales process across outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The Personal Banker delivers a full PNC conversation with each client interaction, leverages community and ecosystem partnerships to acquire and retain relationships, educates customers on transaction-management options and technology, and applies product and procedural knowledge to resolve customer problems. The role also manages risk, follows policies and procedures, uses sound judgment, and participates in efficient and accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge; the posting also states that a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. Typically, 3 or more years of experience are required. No degree or certification is listed as required in the Education and Certifications sections.

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.
No required certifications are listed.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Candidates must meet applicable FDIA Section 19 requirements and, for any registered role, applicable SAFE Act and/or FINRA requirements.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Relevant 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 manage the customer experience.
Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
Position PNC solutions to drive new revenue and customer loyalty.
Drive proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during each client interaction to identify appropriate PNC solutions.
Perform lobby engagement activities and educate customers on options for managing financial transactions 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 within established limits, and demonstrating heightened scrutiny to 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.
Backup 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 eligibility.