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Branch Sales and Service Representative

2 months ago


Pittsburgh, Pennsylvania, United States PNC Full time
Job Overview

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.
Competencies
  • 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.
Work Experience

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.

Education

No degree is required, but a comparable combination of education and experience (including military service) may be considered.