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Branch Sales and Service Representative

2 months ago


Ellicott City, Maryland, United States PNC Full time
Job Profile

Position Overview

PNC, a leading financial institution, is seeking a highly skilled and customer-focused individual to join our Branch Sales and Service Regional Resource team. As a full-time member of this team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities

  • Customer Experience Management
    • Identify opportunities to improve customer financial wellbeing and create loyalty while increasing share of wallet.
    • Participate in proactive sales and service activities, and identify referral opportunities.
    • Collaborate with ecosystem partners to grow customer share of wallet.
  • Proactive Sales Conversations
    • Drive sales conversations through internal and outbound interactions using a defined sales process.
    • Engage with customers to position PNC solutions and drive new revenue and customer loyalty.
  • Customer Loyalty and Growth
    • Create customer loyalty and grow customer share of wallet through a differentiated customer experience.
    • Perform lobby engagement activities to connect with customers and position PNC products to meet their needs.
  • Risk Management
    • Manage risk through adherence 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, but do require related experience or product knowledge to accomplish primary duties.

Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

No Degree (Required)