Senior Personal Banker

PNC Bank•Columbus, OH
•Onsite

About The Position

As a Senior Personal Banker at PNC, you acquire and deepen the branch customer base through proactive sales and service, identify opportunities to improve customers’ financial wellbeing, and collaborate with ecosystem partners to grow customers’ share of wallet. You represent PNC and position its solutions to increase revenue and customer loyalty. You lead by example in proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. You deliver a full PNC conversation in each client interaction to identify appropriate solutions, and use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships. The position requires expert knowledge of complex financial products, services, and solutions. You educate customers about options for managing financial transactions using technology, tools, and resources; apply product and procedural knowledge to resolve customer problems; manage risk by following policies and procedures and exercising sound judgment; and participate in efficient, accurate branch operations. PNC describes this as an in-office role and states it does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates typically need an associate degree or equivalent and related experience or product knowledge. The role typically requires at least four years of related business or functional experience. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree. The position requires the ability to serve as a Notary Public in the applicable state. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations. The position is incentive eligible, with payment based on company, business, and/or individual performance.

Requirements

  • Typically requires an associate degree or equivalent, as well as 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.
  • Typically requires 4 or more years of related business or functional experience.
  • Must be able to serve as a Notary Public in the applicable state.
  • Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • Required knowledge, skills, and abilities include banking products, digital awareness, effective communication, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.

Nice To Haves

  • Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Home Lending Designated Lender Certification — PNC Financial Services Group, Inc.

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 activity, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation in every client interaction to identify appropriate solutions.
  • Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Lead by example in growing customer loyalty and share of wallet through a differentiated customer experience.
  • Engage customers in the lobby and position financial products to meet their needs.
  • Educate customers on 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 loss.
  • Participate in branch daily operations and help ensure they are completed efficiently and accurately.

Benefits

  • Medical and prescription drug coverage, with 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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