Personal Banker

PNC Investments; Jacksonville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Join a leading financial institution as a Personal Banker in Jacksonville, NC. You will enhance customer relationships and drive sales through proactive engagement and personalized financial solutions. This role requires strong customer service skills and a commitment to managing risk effectively.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Match

Paid Time Off

Qualifications

• 3+ years experience in banking or related field.
• Knowledge of banking products and customer needs.

Responsibilities

• Acquire and deepen branch customer base through sales activities.
• Manage customer experience and identify financial opportunities.
• Educate customers on financial transaction options.

Skills

Accountability

Customer Experience

Client Loyalty

Proactive Sales

Education

Associates Degree

Job description

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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 within NC's Retail Branch organization, you will be based in Jacksonville, NC.

Job Description

1. 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.
2. 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.
3. 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.
4. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
5. 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.

PNC Employees are expected to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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)

Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options for full-time employees include: medical, dental, vision, life insurance, disability protection, 401(k) with PNC match, pension, stock purchase plans, dependent care reimbursement, back-up child/elder care, adoption, surrogacy, doula reimbursement, educational assistance, wellness programs, paid time off, holidays, vacation days, and more. For details, visit Your PNC Total Rewards.

Disability Accommodations

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Include “accommodation request” in the subject line and provide your details. All information will be kept confidential.

Equal Employment Opportunity

PNC provides equal employment opportunity regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. This position is also subject to federal regulations regarding criminal history.

Additional Information

This job description is comprehensive but should be tailored further for clarity and focus. It is important to avoid redundancy and irrelevant details, ensuring the description is concise and directly related to the role.