In-Office Personal Banker: Grow Clients & Loyalty

PNC Financial Services Group

Lodi (CA)

On-site

USD 45,000 - 76,000

Full time

3 days ago
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Benefits offered by this job

Medical and dental coverage
401(k) with PNC match
Paid holidays and vacation

Job summary

PNC Financial Services Group in Lodi, CA seeks a Personal Banker to deepen customer relationships and provide trusted financial guidance. Based in-office, you will collaborate with branch teammates to deliver proactive service and tailored solutions that improve customers' financial wellbeing.

In this role you will engage customers through a blend of sales and service activities, educate on PNC products, manage risk with adherence to policies, and support the branch in daily operations while

Qualifications

  • Roles at this level typically require an Associates or equivalent degree along with related experience.
  • In lieu of a degree, a comparable combination of education, certification(s), and experience may be considered.
  • Certifications and licenses: No Required Certification(s) mentioned.

Responsibilities

  • Acquires and deepens the branch customer base through proactive sales and service activities.
  • Manages customer experience to improve financial wellbeing and loyalty.
  • Collaborates with ecosystem partners to grow share of wallet and revenue.
  • Delivers a full PNC conversation to identify suitable solutions and educate on options.
  • Adheres to policies and procedures to manage risk and support daily operations.

Skills

Accountability
Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group in Lodi, CA seeks a Personal Banker to deepen customer relationships and provide trusted financial guidance. Based in-office, you will collaborate with branch teammates to deliver proactive service and tailored solutions that improve customers' financial wellbeing.

In this role you will engage customers through a blend of sales and service activities, educate on PNC products, manage risk with adherence to policies, and support the branch in daily operations while

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