Jobs · Finance · Florida

Personal Banker

PNC · Wellington, FL · 4 days ago
On-siteFinanceFull-time

About the role

As a Personal Banker within PNC's Retail Bank Organization, you will be based in Wellington, FL 33414 at the Wellington Country Plaza Branch. Bilingual Spanish is preferred.

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.

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

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