Personal Banker

PNC

Phoenixville (Chester County)

On-site

USD 40,000 - 55,000

Full time

4 days ago
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Benefits offered by this job

Medical & prescription coverage
Dental & vision options
Life insurance
Disability protection
401(k) with match
Pension programs
Educational assistance

Job summary

PNC is seeking a Personal Banker to join our Retail team at the Phoenixville branch in Pennsylvania. You will engage customers, identify financial needs, and propose PNC solutions to help clients manage money and grow relationships.

In-office role focusing on in-person service, outbound sales, and excellent customer experience. You will collaborate with partners to expand share of wallet and support customers in navigating digital tools and transactions.

Qualifications

  • Associates or equivalent degree required, plus related experience or knowledge.
  • Background in banking and financial services preferred.
  • Ability to identify opportunities and deliver customer-centric solutions.

Responsibilities

  • Acquire and deepen branch customer base through proactive sales and service.
  • Manage customer experience to improve financial wellbeing.
  • Collaborate with ecosystem partners to grow share of wallet.
  • Drive proactive sales conversations via outbound calls and lobby engagement.
  • Educate customers on managing financial transactions using technology and resources.

Skills

Accountability
Banking
Client Loyalty
Customer Experience
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales

Education

Associates 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 within PNC's Retail organization, you will be based in Phoenixville, PA at the Phoenixville branch.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

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.

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.

Language Assessments

No Required or Preferred Language Assessments

Benefits
  • medical/prescription drug coverage (with a Health Savings Account feature)
  • dental and vision options
  • employee and spouse/child life insurance
  • short and long-term disability protection
  • 401(k) with PNC match
  • pension and stock purchase plans
  • dependent care reimbursement account
  • back-up child/elder care
  • adoption, surrogacy, and doula reimbursement
  • educational assistance, including select programs fully paid
  • a robust w
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