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Personal Banker
Company | PNC Financial Services |
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Location | Washington, DC, USA |
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Salary | $46800 – $74750 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level |
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Requirements
- 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.
- 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.
- Typically requires 3+ years experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Responsibilities
- Acquires and deepens the branch customer base through a variety of proactive sales and service activities.
- Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing.
- Drives 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, ultimately elevating client loyalty.
- Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions.
- Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs.
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
- Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
- Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
Preferred Qualifications
- Bilingual Spanish-speaking candidate preferred.
- Accountability
- Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales