Personal Banker Senior

PNC•West Allis, WI

16d•Onsite

About The Position

The Personal Banker Senior 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 customers’ share of wallet. The role represents PNC and positions its solutions to drive revenue and customer loyalty. This in-office position is based at the West Allis Branch in West Allis, Wisconsin, within PNC’s Retail Banking organization. The banker leads by example in proactive sales conversations across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. They deliver a full PNC conversation with each client interaction, identify appropriate solutions, and use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. The role also provides a differentiated customer experience, demonstrates expert knowledge of complex financial products and solutions, and educates customers on managing financial transactions through available technology and resources. The banker applies product and procedural knowledge to resolve customer problems, manages risk in accordance with policies and procedures, and participates in efficient and accurate branch operations. Candidates must be able to serve as a Notary Public in the applicable state and will be subject to additional background checks required by Consumer Financial Protection Bureau regulations. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent and 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.
Typically requires 4 or more years of related business or functional experience.
Must be able to serve as a Notary Public in the applicable state.
Must meet additional background-check requirements applicable under Consumer Financial Protection Bureau regulations.
Demonstrate customer focus and the ability to align solutions with customer needs and satisfaction.
Demonstrate the ability to assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.
Relevant competencies include banking products, digital awareness, effective communication, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

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.
Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during each client interaction and identify appropriate financial solutions.
Drive 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.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
Adhere to policies and procedures, manage risk, and use sound judgment within established limits.
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.
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.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and years of service.