Personal Banker

PNC•Kalamazoo, MI

8d•Onsite

About The Position

The Personal Banker works within PNC’s retail branch organization at the Gull Road Branch in Kalamazoo, Michigan. This in-office role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial well-being, and collaborates with ecosystem partners to grow customers’ share of wallet. The banker positions PNC solutions to generate revenue and build customer loyalty. The role uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation during customer interactions, identifies appropriate solutions, and uses community Centers of Influence and ecosystem partnerships to acquire, expand, and retain customer relationships. The banker also educates customers about financial transaction options and technology, resolves customer problems, supports efficient and accurate branch operations, and manages risk by following policies and procedures and exercising sound judgment. PNC describes itself as an in-office company and does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates considered for the role are subject to additional background checks required by Consumer Financial Protection Bureau regulations. The position is also 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, as well as related experience or product knowledge; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.
Typically requires 3 or more years of experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations and applicable FDIA Section 19 requirements; registered roles may also be subject to 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 well-being and position PNC solutions to meet their needs.
Conduct sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during customer interactions and identify appropriate PNC 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.
Educate customers about options for managing financial transactions using technology, tools, and resources.
Use product and procedural knowledge to identify, mitigate, and resolve customer problems.
Manage risk by following policies and procedures, exercising sound judgment within established limits, and identifying and avoiding potential losses.
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 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 programs fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on 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.