Personal Banker

PNC • Tampa, FL

27d • Onsite

About The Position

The Personal Banker works within PNC's retail banking organization at the Carrollwood branch in Tampa, Florida. This is an in-office role focused on acquiring and deepening the branch customer base through proactive sales and service, improving customers’ financial wellbeing, and building customer loyalty. The banker collaborates with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships, and positions PNC solutions to grow customer share of wallet and revenue.

The role delivers a full PNC conversation in every customer interaction, using outbound calls, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. The banker educates customers about options for managing financial transactions, including through technology, tools, and resources, and applies product and procedural knowledge to resolve customer problems.

The Personal Banker also manages risk by following policies and procedures, exercising sound judgment within established limits, and maintaining heightened scrutiny to identify and avoid loss. The role participates in branch daily operations and helps ensure they are completed efficiently and accurately. PNC emphasizes customer focus and effective management of risks in support of its Enterprise Risk Management Framework.

Requirements

• Typically requires 3 or more years of experience.
• Roles at this level typically require an associate degree or equivalent, as well as 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 will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
• The position is subject to Section 19 of the Federal Deposit Insurance Act; applicable registered roles may also be subject to the 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 position appropriate PNC solutions.
• Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
• Deliver a full PNC conversation during every customer interaction to identify suitable PNC solutions.
• Collaborate with 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.
• Manage risk by adhering to policies and procedures, exercising sound judgment, and identifying and avoiding 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, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed