Personal Banker - Evergreen

PNC•Evergreen, CO

50d•$45,375 - $75,625•Onsite

About The Position

The Personal Banker works within PNC’s retail organization in Evergreen, Colorado, acquiring and deepening the branch customer base through proactive sales and service. The role identifies opportunities to improve customers’ financial well-being, collaborates with ecosystem partners, and positions PNC solutions to grow revenue, customer loyalty, and customers’ share of wallet. The position uses internal and outbound interactions—including outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement—to deliver a full PNC conversation with each customer and identify appropriate solutions. It provides a differentiated customer experience, helps customers understand options for managing financial transactions using technology and other resources, and resolves customer problems using product and procedural knowledge. The Personal Banker manages risk by following policies and procedures, exercising sound judgment, and applying heightened scrutiny to identify and avoid loss. The role also participates in branch daily operations, completing them efficiently and accurately. PNC describes this as an in-office position and states that it will not provide employment visa sponsorship or participate in STEM OPT for this role.

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 knowledge, skills, and abilities appropriate to the role, including customer focus and effective risk management.
No degree is listed as a required education credential.
No required certification or language assessment.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
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 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 customer interaction to identify appropriate solutions and build loyalty.
Educate customers about options for managing financial transactions by using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
Follow policies and procedures, exercise sound judgment within established limits, and identify and avoid 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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine occasional absence days each year, unless otherwise required by law, subject to eligibility.
Between 15 and 25 vacation days each year, depending on career level and eligibility.