Personal Banker

PNC•McKinney, TX

19d•Onsite

About The Position

The Personal Banker works within PNC's Retail Branch Banking organization at the West Grove branch in McKinney, Texas. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial wellbeing, collaborates with ecosystem partners to grow customers’ share of wallet, and positions PNC solutions to generate revenue and customer loyalty. The position is in-office. Spanish-speaking ability is preferred. The Personal Banker builds loyalty through customer conversations, service-to-sales activities, outbound calling, appointment setting, teller interactions, lobby engagement, and a full PNC conversation with each client. The role educates customers on financial transaction options and the use of technology, tools, and resources; applies product and procedural knowledge to resolve problems; and follows policies and procedures to manage risk and support efficient, accurate branch operations. Candidates are expected to demonstrate customer focus and effective risk management. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

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, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role, including customer focus and risk management.
Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Spanish-speaking ability is preferred.
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 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.
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.
Use product and procedural knowledge to identify, mitigate, and solve customer problems.
Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid loss.
Participate in branch daily operations and help 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 and back-up child or elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
9 occasional absence days each year, unless otherwise required by law.
Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.