About This Role
Personal Bankers at PNC are crucial for acquiring and deepening customer relationships within the retail banking sector. This role focuses on enhancing customers' financial well-being by identifying opportunities and positioning PNC solutions to drive revenue and loyalty. It suits a candidate who thrives in a proactive sales and service environment.
Responsibilities
- Acquire and deepen the branch customer base through a variety of proactive sales and service activities
- Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing
- Collaborate with ecosystem partners to grow customer's share of wallet
- Position PNC solutions to drive new revenue and customer loyalty
- Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement
- Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions
- Leverage ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships
- Create customer loyalty and grow customer share of wallet through a differentiated customer experience
- Perform lobby engagement activities to connect with customers and position PNC products to meet their needs
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources
- Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
- Demonstrate a heightened scrutiny to identify and avoid loss
- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner
Requirements
- Customer Focused: Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk: Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
- Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties, or a comparable combination of education, job specific certification(s), and experience (including military service)
- 3+ years experience
Nice to have:
- Bilingual Spanish speaking