Financial Wellness Advisor

PNC; South Lyon (MI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Educational assistance

Job summary

PNC is seeking a Personal Banker based in South Lyon, MI to grow the branch customer base through proactive sales and exceptional service. You will manage customer experiences, educate clients on PNC solutions, and collaborate with partners to expand wallet share.

The role emphasizes outbound calling, lobby engagement, and a customer-centric approach. A minimum of 3+ years in related work is typical; no degree required. Office hours vary by branch.

Qualifications

• 3+ years of related experience typically required.
• No degree required; combination of education and experience may be considered.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities.
• Drive proactive sales conversations and use a defined sales process including outbound calling and lobby engagement.
• Create customer loyalty by delivering differentiated experiences and educating customers on financial options.
• Apply product and procedural knowledge to resolve customer problems and drive loyalty.
• Manage risk by adhering to policies and ensuring efficient branch operations.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC is seeking a Personal Banker based in South Lyon, MI to grow the branch customer base through proactive sales and exceptional service. You will manage customer experiences, educate clients on PNC solutions, and collaborate with partners to expand wallet share.

The role emphasizes outbound calling, lobby engagement, and a customer-centric approach. A minimum of 3+ years in related work is typical; no degree required. Office hours vary by branch.