Senior Personal Banker
About The Position
The Senior Personal Banker acquires and deepens the branch customer base through proactive sales and service activities, improving customers’ financial wellbeing and growing their share of wallet. The role delivers a differentiated customer experience, builds customer loyalty, and positions PNC products and solutions to generate revenue and retain relationships. The Senior Personal Banker leads by example in proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. The role conducts a full PNC conversation with each customer, identifies appropriate solutions, and leverages ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. It requires expert knowledge of complex financial products and educating customers on transaction options using technology, tools, and resources. The position also applies product and procedural knowledge to resolve customer problems, manages risk in accordance with policies and procedures, uses sound judgment within established limits, and participates in efficient and accurate branch operations. PNC describes itself as an in-office company. The role requires the ability to serve as a Notary Public in the applicable state and is subject to additional background checks required by Consumer Financial Protection Bureau regulations.
Requirements
- Typically requires an associate degree or equivalent, plus related experience or product knowledge.
- Typically requires 4 or more years of related business or functional experience.
- In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
- 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.
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 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 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.
- Conduct a full PNC conversation with every customer interaction to identify appropriate solutions.
- Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
- 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.
- Manage risk by adhering to policies and procedures, exercising sound judgment within established limits, and identifying and avoiding loss.
- Participate in branch daily operations and ensure they are completed efficiently and accurately.
Benefits
- Medical and prescription drug coverage, with a 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 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
