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Branch Sales and Service Representative
2 months ago
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)