Senior Personal Banker

PNC•Charlotte, NC

16d•Onsite

About The Position

The Senior Personal Banker acquires and deepens the branch customer base through proactive sales and service activities, identifies opportunities to improve customers’ financial wellbeing, and collaborates with ecosystem partners to grow customers’ share of wallet. The role positions PNC solutions to generate revenue and build customer loyalty. It is based in the Charlotte Region and may be located at any branch in the region with a banker opening. PNC describes this as an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this role. The position drives sales conversations through internal and outbound interactions using a defined sales process, including outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement. The banker delivers a full PNC conversation during each customer interaction, leverages partnerships and community contacts to acquire and retain relationships, and educates customers about transaction-management options using technology and other resources. The role also applies product and procedural knowledge to resolve customer problems, manages risk by following policies and procedures, and participates in accurate and efficient branch operations. Candidates typically need an associate degree or equivalent and related experience or product knowledge. The posting states that roles at this level typically require 3 or more years of experience; in lieu of a degree, comparable education, job-specific certifications, and experience, including military service, may be considered. The education field is listed as “No Degree,” and no certifications or language assessments are required or preferred. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

Typically requires 3 or more years of experience.
Roles at this level typically require an associate degree or equivalent, along with related experience or product knowledge; comparable education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Competencies include 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 wellbeing and position PNC solutions to drive revenue and customer loyalty.
Drive proactive sales conversations through outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement.
Deliver a full PNC conversation during every customer interaction to identify appropriate solutions.
Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Build customer loyalty and grow customers’ share of wallet through a differentiated customer experience.
Educate customers about options for managing financial transactions by leveraging 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 maintaining heightened scrutiny to avoid loss.
Participate in branch daily operations and ensure they are completed efficiently and accurately.

Benefits

Medical and prescription drug coverage, with 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, depending on eligibility.
15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.