Jobs · Finance · Texas

Personal Banker De Zavala

PNC · San Antonio, TX · 2 mo ago
On-siteFinanceFull-time

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 our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in San Antonio Texas at the De Zavala branch. Bilingual Spanish Preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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.

Preferred Skills & Competencies

  • Accountability – Takes ownership of results and follows through on commitments.
  • Banking – Knowledge of banking products, services, and processes.
  • Client Loyalty – Builds and sustains long-term client relationships.
  • Customer Experience (CX) – Delivers a differentiated experience that meets customer needs.
  • Customer Service – Responds to customer inquiries and resolves issues effectively.
  • Identifying Opportunities – Recognizes and acts on sales and service opportunities.
  • Leveraging Technology – Uses digital tools and resources to enhance customer interactions.
  • Proactive Sales – Engages customers in sales conversations and drives revenue growth.
  • Banking Products – Understanding of retail lending, deposit products, and financial solutions.
  • Digital Awareness – Familiarity with online and mobile banking capabilities.
  • Effective Communications – Conveys information clearly and persuasively.
  • Managing Multiple Priorities – Balances competing demands effectively.
  • Matrix Management – Collaborates across teams and functions.
  • Problem Solving – Analyzes issues and develops practical solutions.
  • Prospecting – Identifies and pursues new business opportunities.
  • Retail Lending – Knowledge of consumer lending products and processes.
  • Selling – Persuades and influences customers to take action.
  • Understanding Customer Needs – Assesses and addresses customer financial goals.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Roles at this level typically require an Associate's or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

  • 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 wellness program with financial incentives

In addition, PNC generally provides the following paid time off, depending on your eligibility:

  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 9 occasional absence days each year, unless otherwise required by law
  • Between 15 to 25 vacation days each year, depending on career level and years of service

To learn more about these and other programs, including benefits for full-time and part-time employees, visit pncthrive.com.

This response is AI-generated, for reference only.

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