Senior Personal Banker

PNC•Hialeah, FL

2d•Onsite

About The Position

As a Personal Banker Senior in PNC’s Retail Branch organization, this role serves customers at a PNC branch in the Miami West Region. The position acquires and deepens the branch customer base through proactive sales and service, identifies ways to improve customers’ financial well-being, and works with ecosystem partners to grow customers’ share of wallet. The banker represents PNC by positioning its solutions to increase revenue and customer loyalty. The role leads by example in proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation with each client interaction, uses ecosystem partnerships and community Centers of Influence 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 about ways to manage financial transactions using technology and other resources; and applies product and procedural knowledge to resolve customer problems. The position also manages risk by following policies and procedures, using sound judgment within established limits, and identifying and avoiding potential losses. It participates in branch daily operations and helps ensure they are completed efficiently and accurately. Candidates must be able to serve as a Notary Public in the applicable state. Spanish bilingual ability is preferred. PNC describes this as an in-office position and does not provide employment visa sponsorship or participate in STEM OPT for this role.

Requirements

Typically requires an associate degree or equivalent, plus related experience or product knowledge; comparable combinations 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.
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 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 their 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, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during 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 that meet their needs.
Educate customers on options for managing 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, and identify and avoid potential losses.
Participate in branch daily 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.
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.