Senior Personal Banker

PNC Bank•Columbus, OH

14d•Onsite

About The Position

The Senior Personal Banker acquires and deepens branch customer relationships through proactive sales and service, identifying opportunities to improve customers’ financial wellbeing and collaborating with ecosystem partners to grow their share of wallet. The role represents PNC, positions its solutions to generate revenue and customer loyalty, and leads by example in delivering proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The banker delivers a full PNC conversation with each client to identify appropriate solutions and uses community Centers of Influence and ecosystem partnerships to acquire, expand, and retain relationships. The role provides a differentiated customer experience, connects with customers in the lobby, and positions financial products to meet their needs. It requires expert knowledge of complex financial products, services, and solutions; educating customers about financial transaction options using technology, tools, and resources; and applying product and procedural knowledge to solve customer problems. The Senior Personal Banker manages risk by following policies and procedures, exercising sound judgment, and applying heightened scrutiny to prevent losses. The role also participates in branch daily operations, ensuring work is completed efficiently and accurately. This is an in-office position. Candidates must be able to serve as a Notary Public in the applicable state and are subject to additional background checks required by Consumer Financial Protection Bureau regulations. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires 4 or more years of related business or functional experience.
An associate degree or equivalent is typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
Ability to serve as a Notary Public in the applicable state.
Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
Demonstrated customer focus and ability to create customized customer solutions.
Ability to assess and manage business risks in accordance with PNC’s Enterprise Risk Management Framework.

Nice To Haves

Accountability
Banking knowledge
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
Proactive sales
Banking products
Digital awareness
Effective communications
Managing multiple priorities
Matrix management
Problem solving
Prospecting
Retail lending
Selling
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 recommend appropriate PNC solutions.
Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during every client interaction to identify appropriate solutions.
Grow customer loyalty and share of wallet through a differentiated customer experience.
Educate customers about options for managing financial transactions using 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 working to prevent losses.
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 (eligibility dependent)
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
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
Up to 11 paid holidays each year
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