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Branch Sales and Service Representative
2 months ago
PNC is seeking a highly motivated and customer-focused individual to join our Retail Branch Banking team as a Branch Sales and Service Representative. As a key member of our team, you will be responsible for delivering a unique customer experience aimed at improving a customer's financial wellbeing and creating loyalty while increasing share of wallet.
Key Responsibilities- Deliver a Unique Customer Experience
- Participate in proactive sales and service activities to identify referral opportunities and collaborate with ecosystem partners to grow customer's share of wallet.
- Position PNC solutions to drive new revenue and customer loyalty.
- Drive Proactive Sales Conversations
- Engage in internal and outbound interactions with a defined sales process, including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement.
- Elevate client loyalty by delivering a full PNC conversation with every client interaction.
- Create Customer Loyalty and Grow Share of Wallet
- Perform lobby engagement activities to connect with customers and position PNC products to meet their needs.
- Educate customers on options for managing financial transactions by leveraging technology, tools, and resources.
- Manage Risk and Ensure Operational Efficiency
- Adhere to all policies and procedures, demonstrating sound judgment within established limits.
- Ensure teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Banking Products - Knowledge of and ability to provide products and services available through the retail banking branch.
- Digital Awareness - Shares, shows, and supports clients on a variety of technological digital and online tools and resources.
- Effective Communications - Understanding of effective communication concepts, tools, and techniques.
- Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities.
- Problem Solving - Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems.
- Prospecting - Knowledge of prospecting principles, processes, and skills.
- Retail Lending - Knowledge of and ability to design and develop retail lending products and services.
- Selling - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.
- Understanding Customer Needs - Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
Roles at this level typically do not require a university/college degree, high school diploma, or GED, however, may require related experience or product knowledge to accomplish primary duties.
EducationNo degree is required, but a comparable combination of education and experience (including military service) may be considered.