Personal Banker

PNC • Lake Geneva, WI

420d

About The Position

As a Personal Banker at PNC in Lake Geneva, Wisconsin, you will play a crucial role in strengthening customer relationships through proactive sales and service activities. This position focuses on engaging customers in sales conversations to identify appropriate financial solutions, ultimately enhancing customer loyalty and driving revenue for the bank. You will work within a Universal Branch, collaborating with partners to improve customer financial wellbeing and manage risk effectively.

Requirements

• 3+ years of experience in banking or related field.
• Associates degree or equivalent experience in lieu of a degree.

Nice To Haves

• Accountability
• Client Loyalty
• Customer Experience (CX)
• Identifying Opportunities
• Leveraging Technology
• Proactive Sales

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities.
• Manage the customer experience by identifying opportunities to improve financial wellbeing.
• Collaborate with ecosystem partners to grow customer share of wallet.
• Drive proactive sales conversations through internal and outbound interactions.
• Deliver a full PNC conversation with every client interaction to identify appropriate solutions.
• Leverage ecosystem partnerships and community Centers of Influence to acquire and retain relationships.
• Create customer loyalty and grow share of wallet through a differentiated customer experience.
• Perform lobby engagement activities to connect with customers and position PNC products.
• Educate customers on managing financial transactions using technology and resources.
• Apply product and procedural knowledge to solve customer problems effectively.
• Manage risk through adherence to policies and procedures.

Benefits

• Medical/prescription drug coverage with Health Savings Account feature
• 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/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance
• Robust wellness program with financial incentives
• Paid maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• 15 to 25 vacation days each year depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree