Personal Banker

Personal Banker

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.
• Collaborates with ecosystem partners to grow customer’s share of wallet.
• Positions PNC solutions to drive new revenue and customer loyalty.
• 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.
• Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
• 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.
• Demonstrates a heightened scrutiny to identify and avoid loss.
• 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