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Mobile Banking Personal Banker

Fairygodboss

Cleveland (OH)

On-site

USD 50,000 - 70,000

Full time

30+ days ago

Job summary

A leading financial services provider is seeking a candidate for a client-facing role to help customers achieve their financial goals. The ideal applicant will have over 3 years of experience in financial services and a strong focus on customer satisfaction. Responsibilities include identifying sales opportunities and connecting clients with appropriate services. This role offers competitive benefits and a dynamic work environment.

Benefits

Tuition-free education options
Paid time off to volunteer
Access to fertility coverage

Qualifications

  • 3+ years of experience in relevant fields.
  • Ability to demonstrate customer-focused decision making.
  • Valid driver's license and must pass background checks.

Responsibilities

  • Identify and act upon sales opportunities.
  • Connect clients with financial services.
  • Build relationships with customers.

Skills

Customer Loyalty
Financial Modeling
Sales Opportunities
Technology Leveraging
Portfolio Management

Education

Associate degree or equivalent experience
Job description
Why you should apply for a job to PNC Financial Services Group:

73% say women are treated fairly and equally to men

81% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

Tuition-free and other education options available

Up to 40 Hours Paid Time Off to Volunteer with Grow up Great

Access to Progyny fertility coverage

Position summary

Demonstrating how PNC can help clients achieve their financial goals. Identifies and independently acts upon sales opportunities to meet sales targets. Responsible for connecting clients with PNC services (e.g., Investment, Mortgage, consumer loans) based on their financial needs.

Builds customer relationships through onboarding new clients and maintaining a pipeline of appointments for branch and PNC partners. Engages in needs-based conversations to enhance financial well-being.

Creates an exceptional customer experience at events in external locations to drive acquisition, loyalty, and share of wallet. Plans ongoing on-site client events to strengthen relationships.

Educates customers on PNC capabilities and technology options.

For sales at non-PNC locations: Reliable vehicle transportation and ability to lift up to 40 pounds are required.

PNC employees are expected to be:

  • Customer Focused - Prioritize customer needs and satisfaction in all decisions.
  • Managing Risk - Assess and manage risks to support PNC's risk framework.

Qualifications

Candidates should demonstrate relevant skills, experience, and education. Typically, 3+ years of experience and an associate degree are required; equivalent experience may suffice.

Preferred Skills

AML, Customer Loyalty, Financial Modeling, Sales Opportunities, Technology Leveraging, Portfolio Management, and related skills.

Work Experience

Usually requires 3+ years of related experience or product knowledge.

Education

No Degree required.

Certifications

No specific certifications required.

Licenses

Must pass background checks, have a valid driver's license, and meet driving requirements, including a medical exam.

Pay Transparency

Salaries vary by location and experience; role may include incentives based on performance.

Application Window

This posting is expected to remain open for about two business days from 08/18/2025, possibly longer.

PNC offers comprehensive benefits, including health coverage, retirement plans, paid time off, and wellness programs. Details are available at Your PNC Total Rewards.

Disability Accommodations

For accommodations during the application process, contact us via email or phone as specified. All information is confidential.

EEO Statement

PNC provides equal employment opportunities regardless of protected categories. The position may be subject to background checks and licensing requirements under federal law.

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