Personal Banker Stone Oak

PNC•San Antonio, TX

3d•Onsite

About The Position

The Personal Banker works within PNC’s Retail Branch Banking Network at the Stone Oak branch in San Antonio, Texas. The role strengthens customer relationships using a defined sales process, engages customers in sales conversations, and identifies appropriate financial solutions. It focuses on acquiring and deepening the branch customer base, improving customers’ financial wellbeing, growing their share of wallet, and building loyalty through a differentiated customer experience. The position is in-office. Spanish-speaking ability is preferred. The Personal Banker conducts proactive sales and service activities, including outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role educates customers about financial transaction options and PNC technology, tools, and resources; resolves customer problems; collaborates with ecosystem partners and community Centers of Influence; and supports efficient, accurate branch operations. The banker is expected to manage risk, follow policies and procedures, and use sound judgment within established limits. PNC describes the role as typically requiring an associate degree or equivalent and related experience or product knowledge, typically 3 or more years of experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered. The posting lists no degree and no required certifications. Candidates may be subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

Typically requires 3 or more years of experience.
The role typically requires 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 instead of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Demonstrate customer focus and the ability to create customized customer solutions.
Assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.
No required certifications are listed.

Nice To Haves

Spanish speaking ability; bilingual Spanish is preferred.
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 communication, 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 PNC solutions to drive revenue and 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 partnerships and community Centers of Influence to acquire, expand, and retain relationships.
Create customer loyalty and grow customer 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 following policies and procedures, exercising sound judgment, and applying 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.
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.
9 occasional absence days each year, unless otherwise required by law.
Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.