Personal Banker

PNC•Milwaukee, WI
•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and foster an inclusive workplace. This Personal Banker role is part of PNC’s Retail Banking organization and is based in-office at the 411 E Milwaukee Branch in Milwaukee, Wisconsin. PNC does 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, identifying opportunities to support customers’ financial well-being and collaborating with ecosystem partners to grow customer relationships. The role positions PNC solutions to generate revenue and customer loyalty, manages risk, and participates in efficient and accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge; typically, at least three years of experience is required. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree. The posting lists no degree or required certifications as the stated education and certification requirements. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

  • Typically requires at least three 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 certification(s), and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate to the role.
  • Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • Must be able to work in-office; PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

  • Accountability
  • Banking
  • Client loyalty
  • Customer experience
  • Customer service
  • Identifying opportunities
  • Leveraging technology
  • Proactive sales
  • Banking products
  • Digital awareness
  • Effective communications
  • Managing multiple priorities
  • Matrix management
  • Problem solving
  • Prospecting
  • Retail lending
  • Selling
  • 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 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 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.
  • Create customer loyalty and grow customers’ share of wallet through a differentiated customer experience.
  • Educate customers on options for managing financial transactions 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, using sound judgment, 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, 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 plan
  • Stock purchase plan
  • 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
  • Up to 11 paid holidays each year
  • 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
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