Senior Personal Banker

PNC Bank•Hialeah, FL
•Onsite

About The Position

As a Personal Banker Senior within PNC's Retail Branch organization, this role is based at a PNC branch in the Miami West Region. The banker acquires and deepens the branch customer base through proactive sales and service, identifies ways to improve customers' financial well-being, and collaborates with ecosystem partners to grow customers' share of wallet. The role represents PNC and positions its solutions to drive revenue and customer loyalty. The Senior Personal Banker leads by example in proactive sales conversations across internal and outbound interactions, including outbound calling, service-to-sales opportunities, teller interactions, appointment setting, and lobby engagement. The banker delivers a full PNC conversation with each client interaction, identifies appropriate solutions, and leverages ecosystem partners and community Centers of Influence to acquire, expand, and retain relationships. The role also educates customers on managing financial transactions through technology, tools, and resources; applies product and procedural knowledge to resolve problems; manages risk in accordance with policies and procedures; and participates in efficient, accurate branch operations. PNC is an in-office company. Spanish bilingual ability is preferred. 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 in lieu of a degree.
  • Ability to serve as a Notary Public in the applicable state.
  • Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • Demonstrate customer focus and create customized customer solutions aligned with customer needs and satisfaction.
  • Assess and effectively manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

Nice To Haves

  • Bilingual in Spanish.
  • Knowledge and skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Competencies in banking products, digital awareness, effective communication, 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 recommend appropriate PNC solutions.
  • Collaborate with ecosystem partners to grow customers' share of wallet.
  • Represent PNC and position its solutions to drive revenue and customer loyalty.
  • Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation with every client interaction to identify appropriate solutions.
  • Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships.
  • Perform lobby engagement activities to connect with customers and position financial products to meet their needs.
  • Educate customers on options for managing financial transactions using technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and resolve customer problems effectively.
  • Manage risk by adhering to policies and procedures, exercising sound judgment within established limits, and taking heightened care to identify and avoid 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 full-time 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.
  • Nine 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.
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