Personal Banker

PNC•Fort Worth, TX

19h•Onsite

About The Position

At PNC, the Personal Banker role is a key differentiator and competitive advantage, focusing on delivering the best customer experience. Employees are united in fostering an inclusive workplace culture where everyone feels respected, valued, and has the opportunity to contribute. This specific Personal Banker position is within PNC's Retail Branch Banking organization, based in Fort Worth, TX at the Presidio Crossing branch. PNC operates as an in-office company, promoting a collaborative and supportive environment. Candidates are encouraged to discuss workplace expectations, branch hours, and shift details with their recruiter and hiring manager. PNC does not offer sponsorship for employment visas or participation in STEM OPT for this role. The Personal Banker is responsible for acquiring and deepening the branch customer base through proactive sales and service activities. This involves managing the customer experience by identifying opportunities to improve financial well-being, collaborating with ecosystem partners to increase customer share of wallet, and positioning PNC solutions to drive new revenue and loyalty. The role requires driving proactive sales conversations through various interactions, including outbound calling, service-to-sales, teller interactions, appointment setting, and effective lobby engagement. Personal Bankers deliver comprehensive PNC conversations to identify appropriate solutions, leverage partnerships and community Centers of Influence to acquire, expand, and retain relationships, and create customer loyalty through a differentiated experience. They also perform lobby engagement, educate customers on managing financial transactions using technology, apply product and procedural knowledge to solve problems, manage risk by adhering to policies, and participate in efficient and accurate branch daily operations.

Requirements

Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions (Customer Focused).
Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework (Managing Risk).
Competency in Banking Products.
Competency in Digital Awareness.
Competency in Effective Communications.
Competency in Managing Multiple Priorities.
Competency in Matrix Management.
Competency in Problem Solving.
Competency in Prospecting.
Competency in Retail Lending.
Competency in Selling.
Competency in Understanding Customer Needs.
Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties, or a comparable combination of education, job specific certification(s), and experience (including military service).
3+ years experience.
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Bilingual in Spanish.
Accountability.
Banking.
Client Loyalty.
Customer Experience (CX).
Customer Service.
Identifying Opportunities.
Leveraging Technology.
Proactive Sales.

Responsibilities

Acquires and deepens the branch customer base through a variety of proactive sales and service activities.
Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing.
Collaborates with ecosystem partners to grow customer's share of wallet.
Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions.
Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
Demonstrates a heightened scrutiny to identify and avoid loss.
Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Benefits

Medical/prescription drug coverage (with 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 and stock purchase plans.
Dependent care reimbursement account.
Back-up child/elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs fully paid.
A robust 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.
Between 15 to 25 vacation days each year, depending on career level and years of service.