Senior Personal Banker

PNC • Miami, FL

26d • 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 East Region. The position acquires and deepens branch customer relationships through proactive sales and service, identifies opportunities to improve customers’ financial well-being, and collaborates with ecosystem partners to expand customers’ share of wallet. The banker represents PNC and positions its solutions to generate revenue and build customer loyalty.

The role leads by example in conducting proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation during client interactions, uses community and ecosystem partnerships to acquire and retain relationships, and provides a differentiated customer experience. The banker has expert knowledge of complex financial products, services, and solutions; educates customers on managing financial transactions using technology and other resources; resolves customer problems; and follows policies and procedures to manage risk and support efficient, accurate branch operations.

PNC describes itself as an in-office company. Spanish bilingual ability is preferred. Visa sponsorship and STEM OPT participation are not available for this position. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

• Typically requires 4 or more years of related business or functional experience.
• Typically requires an associate degree or equivalent, along with related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• Ability to serve as a Notary Public in the applicable state.
• Must meet applicable background-check requirements described in the posting.

Nice To Haves

• Bilingual ability in Spanish is preferred.
• Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Relevant competencies include 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 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 calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
• Deliver a full PNC conversation with each client interaction to identify appropriate solutions.
• Use 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.
• Follow policies and procedures, exercise sound judgment within established limits, and identify and avoid potential losses.
• Participate in branch daily operations and ensure tasks 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.
• Backup 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, subject to eligibility.
• Up to 11 paid holidays each year, subject to eligibility.
• 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, subject to eligibility.

What This Job Offers

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