Senior Personal Banker

PNC Bank•Hillsboro, FL

24d•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 Boca Raton Region. The position acquires and deepens 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, promotes solutions that generate revenue and customer loyalty, and leads by example in delivering a differentiated customer experience. The role uses a defined sales process across outbound calls, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It requires expert knowledge of complex financial products and solutions, the ability to educate customers about financial transaction options and relevant technology, and sound judgment in solving customer problems and managing risk. The position also participates in branch daily operations, helping ensure they are completed efficiently and accurately. The role is based in-office at a PNC branch. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates must be able to serve as a Notary Public in the applicable state and are subject to background checks required by Consumer Financial Protection Bureau regulations.

Requirements

Typically requires an associate degree or equivalent and 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.
Must be able to serve as a Notary Public in the applicable state.
Must demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

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 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 collaborate with ecosystem partners to grow their share of wallet.
Represent PNC and position its solutions to generate new revenue and customer loyalty.
Lead proactive sales conversations through outbound calls, service-to-sales interactions, teller interactions, appointment setting, and effective lobby engagement.
Deliver a full PNC conversation during client interactions to identify appropriate solutions.
Use ecosystem partnerships and community Centers of Influence to acquire, expand, and retain customer relationships.
Perform lobby engagement to connect with customers 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 effectively.
Manage risk by adhering to policies and procedures, exercising sound judgment within established limits, and maintaining heightened scrutiny to avoid loss.
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, subject to eligibility.
Up to 11 paid holidays each year, subject to 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.