Personal Banker

PNC•Dallas, PA

7d•Onsite

About The Position

As a Branch Banker in PNC’s Retail banking organization, the Personal Banker is based in Dallas, Pennsylvania, and helps acquire and deepen the branch customer base through proactive sales and service activities. The role focuses on improving customers’ financial wellbeing, growing their share of wallet, and building loyalty by recommending appropriate PNC solutions and collaborating with ecosystem partners and community Centers of Influence. The position is performed in-office. The banker conducts proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role also involves educating customers about ways to manage financial transactions using PNC technology and resources, resolving customer problems, and participating in accurate and efficient branch operations. The banker is expected to follow policies and procedures, exercise sound judgment, and manage risk. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates may be subject to additional background checks as required by 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 certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

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
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 recommend appropriate PNC solutions.
Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
Conduct 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 solutions.
Build 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 resolve customer problems.
Manage risk by adhering to policies and procedures, using sound judgment, and exercising 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, subject to eligibility.
Employee and spouse/child life insurance, subject to eligibility.
Short- and long-term disability protection, subject to eligibility.
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 eligibility.