Personal Banker McAllen Main 10th Street
PNC · McAllen, TX · 1 wk ago
On-siteFinanceFull-time
About the role
As a Personal Banker within PNC's Retail Branch Banking Network, you will be based at the McAllen Main 10th Street branch in McAllen, Texas. The position emphasizes acquiring and deepening the branch customer base through proactive sales and service activities, managing the customer experience, and driving new revenue and customer loyalty.
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