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Job Overview

Position Summary

At PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial sector. We are committed to providing an exceptional experience for our clients and fostering a workplace culture that is inclusive and respectful. As a full-time member of the Branch Sales and Service Regional Resource Team, you will engage in proactive sales and customer service initiatives, including processing transactions, promoting banking products, and identifying referral opportunities. This role supports multiple branches within the North Austin Retail Market.

Key Responsibilities

• Enhances the customer experience by recognizing opportunities to improve financial wellbeing and foster loyalty while increasing the share of wallet. Engages in proactive sales and service interactions to identify referral opportunities and collaborates with partners to expand customer relationships.
• Facilitates proactive sales discussions through both internal and external communications, following a defined sales methodology that includes outbound calling, service-to-sales transitions, and effective lobby engagement to enhance client loyalty.
• Builds customer loyalty and increases share of wallet through a unique customer experience. Conducts lobby engagement activities to connect with clients and effectively position PNC products to meet their financial needs.
• Utilizes product knowledge and procedural expertise to identify, address, and resolve customer issues efficiently, thereby driving customer loyalty.
• Mitigates risk by adhering to all established policies and procedures, demonstrating sound judgment within defined limits, and ensuring that daily operations and transactions are executed accurately and efficiently.

At PNC, we expect our employees to embody the following qualities:

• Customer-Centric - Understands the values and practices that prioritize customer needs and satisfaction in all business decisions, leveraging this knowledge to create tailored customer solutions.
• Risk Management - Effectively assesses and manages risks associated with business objectives and activities, ensuring compliance with PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates will demonstrate the necessary knowledge, skills, and abilities for this role. Below are the required competencies, work experience, education, and certifications needed to excel in this position.

Competencies: Banking Products, Digital Literacy, Effective Communication, Multi-tasking, Matrix Management, Problem Solving, Prospecting, Retail Lending, Sales Techniques, Understanding Customer Needs.
Work Experience: This position typically does not require a university degree; however, related experience or product knowledge is essential. Generally requires 1+ years of relevant experience. A combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Education: No formal degree required.
Certifications: No specific certifications required.
Licenses: Candidates will undergo additional background checks as mandated by regulations.
Benefits: PNC offers a comprehensive benefits package to meet your needs now and in the future. Full-time employees may be eligible for medical coverage, dental and vision options, life insurance, disability protection, retirement plans, and various paid time off options, among other benefits.

For more information on our benefits and programs, please visit our website.

Equal Employment Opportunity

PNC is an equal opportunity employer, providing opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

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