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Personal Banker

PNC•Milwaukee, WI
•Onsite

About The Position

At PNC, the Personal Banker is part of the Retail Banking organization and is based at the Kinnikinic Branch in Milwaukee, Wisconsin. The role acquires and deepens the branch customer base through proactive sales and service, identifies opportunities to improve customers’ financial well-being, collaborates with ecosystem partners, and positions PNC solutions to generate revenue and customer loyalty. The Personal Banker conducts sales conversations through internal and outbound interactions, including outbound calling, service-to-sales activities, teller interactions, appointment setting, and lobby engagement. The role delivers a full PNC conversation with each customer interaction, uses community and ecosystem partnerships to acquire and retain relationships, and educates customers about financial transaction options and relevant technology. The banker applies product and procedural knowledge to resolve customer problems, follows policies and procedures to manage risk, and contributes to efficient and accurate branch operations. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this role. Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations. The position is also subject to applicable FDIA Section 19 requirements and, where relevant, SAFE Act and/or FINRA requirements.

Requirements

  • Typically requires at least 3 years of experience.
  • Roles at this level typically require an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, 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.
  • Must meet applicable FDIA Section 19 requirements and, for registered roles where applicable, SAFE Act and/or FINRA requirements.

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 well-being and position appropriate PNC solutions.
  • Conduct proactive sales conversations through outbound calls, 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.
  • Create customer loyalty and grow customers’ share of wallet through a differentiated experience.
  • Educate customers on financial transaction options using available technology, tools, and resources.
  • Apply product and procedural knowledge to identify, mitigate, and solve 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.
  • 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.
  • Between 15 and 25 vacation days each year, depending on career level and eligibility.

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