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Branch Banker
Company | PNC Financial Services |
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Location | Boston, MA, USA |
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Salary | $54080 – $89700 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level, Senior |
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Requirements
- 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.
- 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.
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.
- 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.
Preferred Qualifications
- Accountability
- Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales