Personal Banker

PNC•Sunnyvale, CA

15d•$49,500 - $82,500•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 within PNC's Retail Banking organization and is based in Sunnyvale, California. The role acquires and deepens branch customer relationships through proactive sales and service, identifies ways to improve customers' financial wellbeing, collaborates with ecosystem partners, and positions PNC solutions to grow revenue and customer loyalty. The position is in-office. Spanish speaking is preferred. PNC will not sponsor employment visas or participate in STEM OPT for this position. The Personal Banker leads proactive sales conversations through outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement. The role delivers a full PNC conversation in each client interaction, identifies relevant solutions, and uses community and ecosystem partnerships to acquire, expand, and retain relationships. The banker educates customers on financial transaction options and uses technology, tools, and resources to meet their needs. The role applies product and procedural knowledge to resolve customer issues, manages risk by following policies and procedures and exercising sound judgment, and participates in efficient and accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge; typically, 3 or more 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. No degree or certification is listed as required. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations. The base salary range is $49,500 to $82,500. The role is incentive eligible, with payment based on company, business, and/or individual performance. Compensation may vary by location, market data, skills, experience, and education. Benefits for eligible full-time employees may include medical and prescription coverage, dental and vision options, life and disability insurance, a 401(k) with company match, pension and stock purchase plans, dependent-care reimbursement, backup child or elder care, adoption, surrogacy and doula reimbursement, educational assistance, and a wellness program. Paid time off may include maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, and 15 to 25 vacation days depending on career level and years of service.

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.
Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Spanish speaking ability; bilingual Spanish is preferred.
Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Competencies in 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 branch customer relationships through proactive sales and service activities.
Identify opportunities to improve customers' financial wellbeing and collaborate with ecosystem partners to grow their share of wallet.
Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation in each client interaction and identify appropriate PNC solutions.
Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Create customer loyalty and grow customer share of wallet through a differentiated customer experience.
Engage customers in the lobby and position PNC products to meet their needs.
Educate customers on financial transaction options by leveraging technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
Manage risk by following 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, with 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.
Between 15 and 25 vacation days each year, depending on career level and years of service.