Branch Sales Representative

2 weeks ago


Mahwah, New Jersey, United States PNC Full time
Job Profile

Position Overview

PNC is committed to delivering exceptional customer experiences. As a Branch Sales and Service Regional Resource Team member, you will play a critical role in achieving this goal. Your primary responsibility will be to engage in proactive sales and customer service activities, including teller transactions, selling bank products, and developing referral opportunities. You will be part of a dynamic team based in Mahwah, supporting multiple branches in PNC's Bergen Region Northeast Retail Market.

Key Responsibilities

  • Manage customer relationships by identifying opportunities to improve their financial well-being and create loyalty, while increasing their share of wallet.
  • Participate in proactive sales and service activities, and identify referral opportunities through various customer interactions.
  • Collaborate with ecosystem partners to grow customers' share of wallet, and position PNC solutions to drive new revenue and customer loyalty.
  • Drive proactive sales conversations through internal and outbound interactions, using a defined sales process, including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby engagement.
  • Create customer loyalty and grow customers' share of wallet through a differentiated customer experience, by leveraging ecosystem partnerships and PNC solutions.
  • Apply product and procedural knowledge to identify, mitigate, and solve customer problems effectively, driving customer loyalty.
  • Manage risk by adhering to all policies and procedures, demonstrating sound judgment within established limits, and ensuring teller and branch daily operations and maintenance transactions are completed efficiently and accurately.

PNC values a diverse and inclusive workplace, where employees feel empowered to contribute their best work. We expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities, to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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, allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
  • Effective Communications - Understanding of effective communication concepts, tools, and techniques, and ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Problem Solving - Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems, and ability to apply this knowledge appropriately to diverse situations.
  • Retail Lending - Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures, and ensure compliance with local and company policies.


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