Personal Banker

PNC•Williamsburg, VA

19d•$41,250 - $68,750•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to the company’s success in an inclusive workplace. This Personal Banker role is part of PNC’s Retail Branch organization and is based in Williamsburg, Virginia. The role is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The Personal Banker acquires and deepens branch customer relationships through proactive sales and service activities. The role identifies ways to improve customers’ financial wellbeing, collaborates with ecosystem partners to expand customers’ relationships with PNC, and positions PNC solutions to build revenue and loyalty. The Personal Banker uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. They deliver a full PNC conversation in each client interaction, identify appropriate solutions, and educate customers about ways to manage financial transactions using technology and other resources. The role also resolves customer problems using product and procedural knowledge, manages risk by following policies and procedures and applying sound judgment, and participates in branch daily operations. The position is incentive eligible, with payment based on company, business, and/or individual performance. Candidates may be subject to additional background checks 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 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 creating customized customer solutions.
Assess and effectively manage risks associated with business objectives and activities in support of PNC’s Enterprise Risk Management Framework.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Accountability
Banking
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
Proactive sales
Knowledge of 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 position 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 calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.
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
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 programs that are fully paid
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