Financial Wellness Advisor | Personal Banker

PNC Financial Services Group, Inc.; Southlake (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

In-office culture

Competitive compensation

Job summary

PNC Financial Services Group, Inc. in Southlake, TX is seeking a Personal Banker to acquire and deepen our branch customer base while delivering proactive sales and exceptional service.

You will identify opportunities to improve customers' financial wellbeing and present PNC solutions to grow loyalty and share of wallet. Responsibilities include outbound calling, concierge lobby engagement, and collaboration with ecosystem partners to drive revenue.

Qualifications

• Associates degree or equivalent required.
• 3+ years of related experience or product knowledge.
• Background checks per CFPB regulations.

Responsibilities

• Acquire and deepen branch customer base through proactive sales and service.
• Enhance customer financial wellbeing and loyalty via tailored PNC solutions.
• Drive sales conversations through internal and outbound interactions.
• Engage with lobby and partners to grow customer share of wallet.
• Ensure risk controls and adherence to policies in daily operations.

Skills

Accountability

Banking

Customer Service

Proactive Sales

Identifying Opportunities

Digital Awareness

Effective Communications

Managing Priorities

Education

Associates degree

Job description

PNC Financial Services Group, Inc. in Southlake, TX is seeking a Personal Banker to acquire and deepen our branch customer base while delivering proactive sales and exceptional service.

You will identify opportunities to improve customers' financial wellbeing and present PNC solutions to grow loyalty and share of wallet. Responsibilities include outbound calling, concierge lobby engagement, and collaboration with ecosystem partners to drive revenue.