Senior Personal Banker

PNC•Wyoming, MI
•Onsite

About The Position

The Senior Personal Banker works within PNC’s Retail Branch organization to acquire and deepen the branch customer base through proactive sales and service. The role manages the customer experience by identifying opportunities to improve customers’ financial wellbeing, collaborating with ecosystem partners to grow customers’ share of wallet, and positioning PNC solutions to generate revenue and customer loyalty. The position may be located at a branch with an opening throughout the region. PNC describes this as an in-office role and does not provide employment visa sponsorship or participate in STEM OPT for this position. The role leads by example in proactive sales conversations, including outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It delivers a full PNC conversation in every client interaction, leverages ecosystem partnerships and community Centers of Influence to build relationships, and draws on expert knowledge of complex financial products, services, and solutions. The banker educates customers about options for managing financial transactions using technology, tools, and resources. The position also applies product and procedural knowledge to resolve customer problems, manages risk by adhering to policies and procedures and using sound judgment, and participates in efficient and accurate daily branch operations. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks under 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.
  • Ability to serve as a Notary Public in the applicable state.
  • Demonstrated knowledge, skills, and abilities appropriate to the role.
  • 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 communication, managing multiple priorities, matrix management, problem solving, prospecting, retail lending, selling, and understanding customer needs.

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 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 recommend appropriate PNC solutions.
  • Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Lead proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during client interactions to identify suitable solutions and foster loyalty.
  • Perform lobby engagement activities and position financial products to meet customer needs.
  • Use knowledge of complex financial products, services, and solutions to educate customers about managing financial transactions, including through technology and other resources.
  • Apply product and procedural knowledge to identify, mitigate, and resolve customer problems.
  • Adhere to policies and procedures, exercise sound judgment within established limits, and identify and avoid potential losses.
  • Participate in branch daily operations and 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, subject to eligibility.
  • 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 and back-up child and elder care.
  • Adoption, surrogacy, and doula reimbursement.
  • Educational assistance, including select programs that are fully paid.
  • Wellness program with financial incentives.
  • Maternity and/or parental leave, depending on eligibility.
  • Up to 11 paid holidays each year, depending on eligibility.
  • Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
  • Between 15 and 25 vacation days each year, depending on career level and eligibility.
  • Additional vacation based on years of service.
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