Personal Banker

PNC•Pittsburgh, PA
•Onsite

About The Position

The Personal Banker works within PNC's Retail organization at the North Hills Banking Center branch in Pittsburgh, Pennsylvania. This in-office role focuses on acquiring and deepening the branch customer base through proactive sales and service, identifying ways to improve customers’ financial well-being, collaborating with ecosystem partners, and positioning PNC solutions to increase revenue and customer loyalty. The role uses a defined sales process that includes outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. Personal Bankers deliver a full PNC conversation with each client interaction, identify appropriate solutions, educate customers about financial transaction options and technology, and resolve customer problems. They also follow policies and procedures, manage risk, use sound judgment, and participate in efficient and accurate branch operations.

Requirements

  • Typically requires 3 or more years of experience.
  • Roles at this level typically require an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate to the role.
  • Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

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 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 during each client interaction to identify suitable solutions.
  • Build customer loyalty and grow customers’ share of wallet through a differentiated experience.
  • Educate customers about options for managing financial transactions by leveraging technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and solve customer problems.
  • Manage risk by adhering to policies and procedures, exercising sound judgment, and identifying and avoiding loss.
  • Participate in branch daily operations and ensure tasks are completed efficiently and accurately.

Benefits

  • Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
  • Dental and vision options, subject to eligibility.
  • 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.
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