Personal Banker
About The Position
The Personal Banker works within PNC's retail branch organization at the Springfield North Branch in Springfield, Ohio. The role acquires and deepens the branch customer base through proactive sales and service activities, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. The Personal Banker positions PNC solutions to drive revenue and customer loyalty. The role uses a defined sales process across internal and outbound interactions, including outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation with each client interaction to identify relevant solutions, uses ecosystem partnerships and community Centers of Influence to acquire and retain relationships, and educates customers on transaction options by leveraging technology and other resources. The Personal Banker applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures and exercising sound judgment, and participates in efficient and accurate branch operations. This is an in-office role. The position is incentive eligible, with incentive payment based on company, business, and/or individual performance.
Requirements
- Typically requires an associate degree or equivalent and 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.
- Typically requires 3 or more years of experience.
- Demonstrate appropriate knowledge, skills, and abilities for the role.
- Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
- Employment visa sponsorship and STEM OPT participation are not provided for this position.
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 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 generate 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.
- Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
- Build customer loyalty and grow customers’ share of wallet through a differentiated customer experience.
- Engage customers in the lobby and position products to meet their needs.
- Educate customers on 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, 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, for eligible full-time employees.
- 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.
- 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.
- 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
- Incentive compensation based on company, business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
