Senior Personal Banker

PNC • Pinecrest, FL

26d • Onsite

About The Position

The Senior Personal Banker works in PNC's Retail Branch organization at a branch in the Miami South Region. The role acquires and deepens customer relationships 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, presents its solutions to generate revenue and loyalty, and delivers a full PNC conversation during customer interactions.

The position leads by example in proactive sales, customer engagement, and relationship growth. It requires expert knowledge of complex financial products and services, and the ability to educate customers about options for managing financial transactions using technology, tools, and resources. The banker also resolves customer problems, follows policies and procedures, manages risk, and helps ensure branch operations are completed efficiently and accurately.

The position is in-office. Spanish bilingual ability is preferred. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Typically requires an associate degree or equivalent, as well as 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.
• Must be able 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

• Bilingual in Spanish.
• Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies in 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 branch customer relationships 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 relationships and grow customers' share of wallet.
• Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
• Deliver a full PNC conversation during each client interaction to identify suitable financial solutions.
• Engage customers in the lobby and position financial products to meet their needs.
• Educate customers on ways to manage 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 help ensure they are completed efficiently and accurately.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• 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, depending on eligibility.
• Between 15 and 25 vacation days each year, depending on career level and eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree