In-Branch Financial Wellness Advisor

PNC Financial Services Group, Inc.

Citrus Park (FL)

On-site

USD 40,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Health insurance
401(k) with company match
Paid holidays
Vacation days

Job summary

PNC Financial Services Group, Inc. is seeking a Personal Banker located in Tampa, FL at the Citrus Park branch.

The role focuses on acquiring and deepening the customer base with proactive sales and service activities, delivering a full PNC conversation to offer tailored financial solutions. The position emphasizes customer loyalty, risk awareness, and collaboration with ecosystem partners to grow share of wallet while providing excellent customer service in an in-office, team-oriented

Qualifications

  • Roles typically require an Associates or equivalent degree plus related experience or product knowledge.

Responsibilities

  • Acquire and deepen the branch customer base through proactive sales and service activities.
  • Manage the customer experience by identifying opportunities to improve financial wellbeing.
  • Collaborate with ecosystem partners to grow customer share of wallet and drive loyalty.
  • Deliver a full PNC conversation with every client interaction to identify appropriate solutions.

Skills

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

Education

Associates or equivalent degree

Job description

PNC Financial Services Group, Inc. is seeking a Personal Banker located in Tampa, FL at the Citrus Park branch.

The role focuses on acquiring and deepening the customer base with proactive sales and service activities, delivering a full PNC conversation to offer tailored financial solutions. The position emphasizes customer loyalty, risk awareness, and collaboration with ecosystem partners to grow share of wallet while providing excellent customer service in an in-office, team-oriented

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