Personal Banker: Grow Customer Wealth & Loyalty

PNC Financial Services Group; Keller (TX); On-site; USD 45,000 - 63,000; Full time

Job summary

PNC Financial Services Group in Keller, TX is seeking a Personal Banker to support the Retail Branch Banking team. This in-office role focuses on expanding the customer base, delivering a proactive sales and service experience, and driving customer loyalty through PNC solutions.

The successful candidate will have strong customer service skills, a finance-focused mindset, and the ability to leverage technology to enhance client conversations.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

No Degree

Job description

PNC Financial Services Group in Keller, TX is seeking a Personal Banker to support the Retail Branch Banking team. This in-office role focuses on expanding the customer base, delivering a proactive sales and service experience, and driving customer loyalty through PNC solutions.

The successful candidate will have strong customer service skills, a finance-focused mindset, and the ability to leverage technology to enhance client conversations.