Personal Banker

About This Role

Acquire and deepen the customer base by proactively engaging clients, identifying financial needs, and cross-selling PNC solutions. Manage customer experience by addressing issues and educating on technology options, while adhering to risk management policies.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities
• Manage the customer experience by identifying opportunities to improve financial well-being
• 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 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 and community Centers of Influence to acquire, expand, and retain relationships
• Educate customers on options for managing financial transactions by leveraging technology, tools, and resources
• Apply product and procedural knowledge to effectively identify, mitigate, and solve customer problems
• Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits

Requirements

• Customer Focused
• Managing Risk
• Associates or equivalent degree (or comparable experience)
• 3+ years experience

Qualifications

• Associate's or equivalent degree, or comparable combination of education, job specific certification(s), and experience (including military service)
• 3+ years related experience or product knowledge

Nice to Have

• Accountability
• Banking knowledge
• Client Loyalty
• Customer Experience (CX)
• Customer Service
• Identifying Opportunities
• Leveraging Technology
• Proactive Sales
• Banking Products knowledge
• Digital Awareness
• Effective Communications
• Managing Multiple Priorities
• Matrix Management
• Problem Solving
• Prospecting
• Retail Lending
• Selling
• Understanding Customer Needs

Benefits