Personal Banker

PNC; Fort Lauderdale (FL); On-site; USD 48,000 - 60,000; Full time

Job summary

A financial services institution in Fort Lauderdale seeks a Personal Banker to enhance customer relationships and drive sales. This role requires proactive customer engagement and a strong dedication to service. As a key player in the branch team, you'll foster client loyalty and deepen the customer experience. Preferred candidates will be bilingual in Spanish and have 3+ years of banking experience. Join us to contribute to a collaborative culture focused on success and inclusivity.

Qualifications

• 3+ years experience in banking or related field.
• Strong customer service and proactive sales skills.
• Ability to leverage technology for customer engagement.

Responsibilities

• Acquire and deepen the branch customer base through sales activities.
• Drive proactive sales conversations and deliver a full PNC conversation.
• Manage customer experience and apply product knowledge effectively.

Skills

Accountability

Banking

Client Loyalty

Customer Experience (CX)

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

Associates or equivalent degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC Sunrise & Federal Branch, 1150 North Federal Highway, Ft Lauderdale, Fl 33304. Bilingual in Spanish preferred.

Job Description

• Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
• Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
• Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
• Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Qualifications

• Preferred Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
• Competencies: Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs
• Work Experience: Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Education: No Degree
• Certifications: No Required Certification(s)

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.