Personal Banker Jobs

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Personal Banker

PNC•Aventura, FL
•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This Personal Banker role is part of PNC's Retail Banking organization and is based at the Aventura Branch in Aventura, Florida. PNC describes the position as in-office. Spanish bilingual skills are preferred. The Personal Banker acquires and deepens the branch customer base through proactive sales and service, identifies ways to improve customers' financial wellbeing, collaborates with ecosystem partners to grow customer relationships, and positions PNC solutions to generate revenue and customer loyalty. The role uses a defined sales process across outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement. It also educates customers about options for managing financial transactions and uses product and procedural knowledge to resolve customer problems. The position participates in branch daily operations and manages risk by following policies and procedures, exercising sound judgment within established limits, and maintaining heightened scrutiny to identify and avoid loss. Successful employees are expected to focus on customers and manage risks in alignment with PNC's Enterprise Risk Management Framework.

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; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • No degree is listed under the Education section.
  • No required certifications are listed.
  • Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

  • Bilingual Spanish skills are preferred.
  • 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 position appropriate PNC solutions.
  • Collaborate with ecosystem partners and community Centers of Influence to acquire, expand, and retain customer relationships.
  • Conduct proactive sales conversations through outbound calling, service-to-sales interactions, teller interactions, appointment setting, and lobby engagement.
  • Deliver a full PNC conversation during each client interaction to identify appropriate solutions.
  • Create customer loyalty and grow customers' share of wallet through a differentiated customer experience.
  • Educate customers about 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, use sound judgment, and identify and avoid loss when managing risk.
  • 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, 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/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.
  • 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.

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