Personal Banker

PNC•Beaumont, TX
•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Personal Banker role is based at PNC's Beaumont - Westside Branch in Beaumont, Texas. 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 the branch customer base through proactive sales and service, identifies opportunities to improve customers' financial wellbeing, and collaborates with ecosystem partners to grow customer relationships. The role positions PNC solutions to generate revenue and customer loyalty, delivers a full PNC conversation in each client interaction, and helps customers understand options for managing financial transactions, including through technology and other resources. The position also applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures and using sound judgment, and participates in efficient and accurate branch operations. Candidates typically need an associate degree or equivalent and related experience or product knowledge; the posting also states that no degree is required and allows comparable combinations of education, certifications, and experience in lieu of a degree. Typically, 3 or more years of experience are required. No certification or language assessment is required. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

  • Typically requires 3 or more years of experience.
  • Roles at this level typically require an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • No required certification.
  • No required or preferred language assessment.
  • Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

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 customer loyalty.
  • Conduct proactive sales conversations through outbound calls, 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.
  • Create customer loyalty and grow customers' share of wallet through a differentiated experience.
  • Educate customers about options for managing financial transactions using technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
  • Manage risk by adhering to policies and procedures, exercising sound judgment within established limits, 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, 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 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, depending on eligibility.
  • 15 to 25 vacation days each year depending on career level and years of service, depending on eligibility.
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