Personal Banker

PNC Investments; Ocean City (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker in Ocean City, NJ. This role focuses on strengthening customer relationships through proactive sales and service activities, enhancing customer loyalty, and managing financial transactions effectively. Ideal candidates will have a strong customer focus and risk management skills, with at least 3 years of relevant experience.

Benefits

Health coverage

Retirement plans

Paid time off

Wellness programs

Qualifications

• Minimum 3+ years of experience required.

Responsibilities

• Acquire and deepen the branch customer base through proactive sales.
• Drive proactive sales conversations through internal and outbound interactions.
• Manage risk by adhering to policies and procedures.

Skills

Customer Focused

Managing Risk

Education

Associates degree

Job description

Join to apply for the Personal Banker role at PNC Investments.

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 Branch Sales and Service Associate I [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships through a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions.

This position, within PNC's Retail Branch Banking Network, is based in Ocean City, NJ at the Ocean City New Jersey branch, located at 900 CENTRAL AVE, OCEAN CITY, NJ 08226.

Job Description

1. Acquire and deepen the branch customer base through proactive sales and service activities. Manage the customer experience by identifying opportunities to improve financial wellbeing. Collaborate with ecosystem partners to grow the customer's share of wallet. Position PNC solutions to drive revenue and loyalty.
2. Drive proactive sales conversations through internal and outbound interactions, including outbound calling, service-to-sales, teller interactions, appointment setting, and lobby engagement, to elevate client loyalty. Deliver comprehensive PNC conversations to identify suitable solutions, leveraging partnerships and community centers of influence.
3. Create customer loyalty and grow share of wallet by providing a differentiated experience. Perform lobby activities to connect with customers and educate them on managing financial transactions using technology, tools, and resources.
4. Apply product and procedural knowledge to resolve customer issues effectively, enhancing loyalty.
5. Manage risk by adhering to policies and procedures, demonstrating sound judgment, and participating in branch operations efficiently and accurately.

Employee Qualities

• Customer Focused: Knowledgeable in aligning customer needs with business decisions to create tailored solutions.
• Managing Risk: Able to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Qualifications

Candidates should demonstrate relevant skills, competencies, experience, and education. Typically, a minimum of 3+ years of experience and an Associates degree or equivalent is required. In lieu of a degree, a combination of education, certifications, and experience may be considered.

Additional Information

PNC offers comprehensive benefits, including health coverage, retirement plans, paid time off, and wellness programs. For more details, visit Your PNC Total Rewards.

Accommodation and Equal Opportunity

Applicants requiring accommodations should contact [e-mail] or call 877-968-7762. PNC is committed to an inclusive workplace and provides equal employment opportunities regardless of protected categories.