Personal Banker

PNC Financial Services Group, Inc.; Naples (FL); On-site; USD 36,000 - 51,000; Full time

Job summary

PNC Financial Services Group, Inc. in Naples, FL is seeking a Personal Banker to acquire and deepen the branch customer base, drive proactive sales, and improve customers' financial wellbeing.

Based at the First Avenue branch, you will engage clients through a defined sales process, appointments, and lobby interactions, while leveraging digital tools and ecosystem partnerships. The role focuses on delivering personalized PNC solutions, maintaining risk controls, and building loyalty through

Qualifications

• Experience in banking customer service and sales.
• Ability to build relationships and identify financial solutions for customers.
• Familiarity with branch operations and risk control concepts.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities.
• Manage the customer experience by improving financial wellbeing and loyalty.
• Drive outbound calls, service-to-sales, and lobby engagement to meet branch goals.
• Educate customers on PNC solutions and leverage ecosystem partnerships.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Banking Products

Digital Awareness

Effective Communications

Managing Multiple Priorities

Matrix Management

Problem Solving

Prospecting

Retail Lending

S

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 within PNC's Retail Branch organization, you will be based in Naples, FL at the First Avenue branch (109 9th St S. Naples, FL 34102). 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

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 upon that we expect our employees 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.

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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
• S