Personal Banker
About The Position
The Personal Banker works within PNC's Retail Branch organization and is based in Cleveland, Ohio. The role acquires and deepens the branch customer base through proactive sales and service activities, manages customer experiences by identifying ways to improve financial wellbeing, collaborates with ecosystem partners to grow customers’ share of wallet, and positions PNC solutions to build revenue and customer loyalty. The role uses internal and outbound interactions, including outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. Personal Bankers deliver a full PNC conversation with each client interaction, identify suitable solutions, and use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. They educate customers about options for managing financial transactions using technology, tools, and resources; resolve customer problems; and participate in efficient, accurate branch operations while adhering to policies and managing risk. PNC describes itself as an in-office company. Candidates are encouraged to discuss workplace expectations with their recruiter and hiring manager. The position is incentive eligible, with payments based on company, business, and/or individual performance. Candidates will be subject to additional background checks required by 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, 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 appropriate knowledge, skills, and abilities for the role.
- Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
- No required certification or language assessment is listed.
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 drive revenue and 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.
- Leverage 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 customer experience.
- Educate customers on options for managing financial transactions using technology, tools, and resources.
- Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
- Adhere to 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, for eligible employees.
- 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.
- 15 to 25 vacation days each year, depending on career level and years of service.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
