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Personal Banker

Personal Banker

CompanyPNC Financial Services
LocationKansas City, MO, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

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.

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

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