Senior Personal Banker

PNC•Atlanta, GA
•Onsite

About The Position

As a Senior Personal Banker in PNC's retail banking organization, this role may work at any branch location in the Greater Atlanta or Atlanta Metro regions. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. The position 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. It represents PNC by positioning solutions to drive revenue and customer loyalty. The role leads by example in proactive sales conversations, customer engagement, and relationship growth. It uses a defined sales process that includes outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The Senior Personal Banker delivers a full PNC conversation with each client, leverages community and ecosystem partnerships, applies expert knowledge of complex financial products and services, and educates customers about ways to manage financial transactions using available technology and resources. The role also solves customer problems, manages risk by following policies and procedures, and participates in efficient and accurate branch operations. Candidates typically have an associate degree or equivalent and related experience or product knowledge. The role typically requires 4 or more years of related business or functional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree. No certification is required. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks under Consumer Financial Protection Bureau regulations. PNC will 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.
  • Typically requires an associate degree or equivalent, plus related experience or product knowledge; a comparable combination of education, job-specific certification(s), 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.
  • Demonstrated customer focus and ability to create customized customer solutions based on customer needs and satisfaction.
  • Ability to assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

  • Accountability
  • Banking
  • Client loyalty
  • Customer experience (CX)
  • Customer service
  • Identifying opportunities
  • Leveraging technology
  • Proactive sales
  • Knowledge of banking products
  • Digital awareness
  • Effective communication
  • 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 collaborate with ecosystem partners to grow customers' share of wallet.
  • Represent PNC and position its solutions to drive new 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 in every client interaction to identify appropriate solutions.
  • Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships.
  • Engage customers in the lobby and position financial products that meet their needs.
  • Use expert knowledge of complex financial products, services, and solutions; educate customers about financial transactions using technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
  • Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid potential losses.
  • Participate in daily branch operations and ensure they are completed efficiently and accurately.

Benefits

  • Medical and prescription drug coverage, including a Health Savings Account feature, depending on eligibility.
  • Dental and vision options, depending on 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 programs that are fully paid.
  • 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, depending on eligibility.
  • 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
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