Personal Banker

PNC•Bethesda, MD
•$49,500 - $82,500•Onsite

About The Position

The Personal Banker is a full-time, in-office role in PNC’s Retail Banking organization, based at the Wisconsin Ave Branch in Bethesda, Maryland. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial well-being, collaborates with ecosystem partners to grow customers’ share of wallet, and positions PNC solutions to build revenue and customer loyalty. The Personal Banker drives sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role delivers a full PNC conversation in each client interaction, uses community and ecosystem relationships to acquire and retain customers, educates customers about transaction-management options and technology, and applies product and procedural knowledge to resolve customer problems. The position also supports efficient and accurate branch operations and manages risk by following policies and procedures and exercising sound judgment within established limits. The role typically requires an associate degree or equivalent and related experience or product knowledge; typically, 3 or more years of experience are required. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree. The posting lists no degree as the education requirement and no required certifications or licenses. The position is incentive eligible, with incentive payments based on company, business, and/or individual performance. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

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 appropriate knowledge, skills, and abilities for the role.
  • Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Nice To Haves

  • Accountability
  • Banking
  • Client loyalty
  • Customer experience (CX)
  • 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 well-being and position PNC solutions to drive revenue and customer loyalty.
  • 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.
  • Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Engage customers in the lobby, provide a differentiated customer experience, and educate customers about financial transaction options 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 identifying and avoiding potential losses.
  • 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
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short- and long-term disability protection
  • 401(k) with PNC match
  • Pension plan
  • 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
  • Up to 11 paid holidays each year
  • 9 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
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