Senior Personal Banker

PNC Financial Services Group, Inc.; Kalamazoo (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance for employee and family

Disability protection

401(k) plan

Job summary

PNC Financial Services Group, Inc. seeks a Senior Personal Banker for our in-branch team. The role focuses on acquiring and deepening customer relationships, delivering proactive sales and service, and leveraging ecosystem partnerships to grow wallet share.

Candidates should be ready to engage customers, educate them on financial options, and maintain strong risk discipline. Location is flexible across our Michigan branches; in-office culture and collaboration with recruiters/hiring managers are

Qualifications

• Associates degree or equivalent work experience.
• 4+ years of related experience or product knowledge.
• Notary Public eligibility and successful background checks as required by regulations.

Responsibilities

• Acquire and deepen branch customer base through proactive sales and service activities.
• Lead proactive sales conversations with defined processes including outbound calling and lobby engagements.
• Deliver a full PNC conversation to identify suitable solutions and drive revenue and loyalty.
• Educate customers on financial products and services, leveraging technology and resources.
• Manage risk by adhering to policies and procedures and participate in daily branch operations.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Education

Associates

Job description

Job Profile

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 Senior Personal Banker within PNC's retail branch organization. This position may be located in any of our branches with banker openings throughout the region.

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. Acts as a PNC ambassador; positions PNC solutions to drive new revenue and customer loyalty.
• Leads by example in driving 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. Confidently 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.
• Leads by example in driving customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position financial products to meet their needs. Has expert knowledge of complex financial products, services and solutions. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Leads by example in applying product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
• Proficiently 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.

To learn more about this opportunity, please watch this video.

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 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

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. This position requires the ability to serve as a Notary Public in the applicable state.

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 P