Senior Personal Banker
About The Position
The Senior Personal Banker works within PNC's Retail Branch Banking organization and is based in Akron, Ohio. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers' financial wellbeing, and collaborates with ecosystem partners to grow customers' share of wallet. The banker represents PNC by positioning solutions to generate revenue and build customer loyalty. The role leads by example in proactive sales, customer engagement, and relationship growth. Activities include outbound calling, service-to-sales conversations, teller interactions, appointment setting, and lobby engagement. The banker uses knowledge of financial products, services, and technology to identify customer needs, explain options, address problems, and deliver an effective customer experience. The position also 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 daily branch operations. PNC describes this as an in-office role and does not provide employment visa sponsorship or participate in STEM OPT for this position.
Requirements
- Typically requires an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- Typically requires 4 or more years of related business or functional experience.
- Demonstrate customer focus and create customized solutions based on customer needs and satisfaction.
- Assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.
- Candidates are subject to additional background checks 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 wellbeing and recommend 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 calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
- Deliver a full PNC conversation during client interactions to identify appropriate solutions and promote customer loyalty.
- Engage customers in the lobby and position financial products to meet their needs.
- Educate customers about options for managing financial transactions using technology, tools, and resources.
- Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
- Adhere to policies and procedures, manage risk, exercise sound judgment, and help 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, 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, subject to eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
