Senior Personal Banker

PNC Bank • Miami, FL

4d • Onsite

About The Position

As a Senior Personal Banker within PNC's Retail Bank organization, this role may be located in any PNC branch with banker openings throughout the East Miami region. The position acquires and deepens branch 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 Senior Personal Banker represents PNC, positions its solutions to drive revenue and loyalty, and leads by example in delivering a differentiated customer experience.

The role involves proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, lobby engagement, and full PNC conversations with clients. The Senior Personal Banker uses expert knowledge of complex financial products, services, and solutions; helps customers manage transactions using technology and other resources; solves customer problems; manages risk and adheres to policies; and participates in efficient, accurate branch operations. PNC describes the position as in-office and notes that it will not provide employment visa sponsorship or participate in STEM OPT for this role.

Requirements

• Typically requires an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• Typically requires 4 or more years of related business or functional experience.
• 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.
• Demonstrate customer focus and the ability to align business decisions with customer needs and satisfaction.
• Assess and effectively manage risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

• Spanish bilingual ability; Spanish speaking assessment is preferred.
• Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies in 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 wellbeing and provide appropriate solutions.
• Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
• 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 during every client interaction to identify appropriate solutions.
• Grow customer loyalty and share of wallet through a differentiated customer experience.
• 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, and taking care to identify and avoid 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
• 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
• 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

What This Job Offers

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