Personal Banker

PNC Financial Services Group, Inc.; Milwaukee (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

PNC Financial Services Group, Inc. in Milwaukee, WI is seeking a Personal Banker to acquire and deepen the branch customer base, delivering proactive sales and service to help customers improve their financial wellbeing.

The role involves collaborating with ecosystem partners, driving conversations to present PNC solutions, managing lobby engagement, and educating customers on digital tools while maintaining risk and branch operations.

Qualifications

• Prioritizes customer service and relationship-building.
• Ability to explain financial products clearly.
• Comfort with handling transactions and balancing cash.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities.
• Manage the customer experience to improve financial wellbeing and loyalty.
• Collaborate with ecosystem partners to grow customer share of wallet.
• Drives proactive sales conversations through outbound interactions and lobby engagement.
• Educates customers on options and digital tools to transact securely.

Skills

Customer Service

Sales Skills

Cash Handling

Job description

Position Overview

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(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the 411 E Milwaukee Branch . PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

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. PNC Employees take pride in our reputation and to continue building