Personal Banker

PNC•Westfield, IN
•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This Personal Banker role is part of PNC's retail banking organization and is based in Westfield, Indiana. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will 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, identifies opportunities to improve customers' financial wellbeing, and collaborates with ecosystem partners to grow customers' share of wallet. The role positions PNC solutions to generate revenue and customer loyalty, provides a differentiated customer experience, resolves customer problems, and participates in accurate and efficient branch operations while managing risk and following policies and procedures. The role typically requires an associate degree or equivalent and related experience or product knowledge; candidates typically have at least three 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 listed education is “No Degree,” and no certification is required. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations. The position is subject to applicable FDIA Section 19 requirements and, for any registered role, SAFE Act and/or FINRA requirements.

Requirements

  • Typically requires an associate degree or equivalent, plus 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.
  • Typically requires 3 or more years of experience.
  • Demonstrated knowledge, skills, and abilities appropriate to the role.
  • Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • Must meet applicable FDIA Section 19 requirements and, if the role is registered, 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.
  • 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 during each customer interaction to identify appropriate solutions.
  • Build customer loyalty and grow customers' share of wallet through a differentiated customer experience.
  • Educate customers about 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, using sound judgment within established limits, 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 coverage 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.
  • Backup 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, subject to eligibility.
  • Up to 11 paid holidays each year, subject to eligibility.
  • Nine 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, subject to eligibility.
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