Branch Sales and Service Representative

2 months ago

Ephrata, Pennsylvania, United States PNC Full time
Job Summary

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.
  • Apply Product and Procedural Knowledge
    • Identify, mitigate, and solve customer problems effectively to drive customer loyalty.
    • Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
Requirements
  • Customer Focus
    • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
    • 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.
    • Ensuring adherence to and support of 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.
    • Allows 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.
    • 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, techniques for recognizing, anticipating, and resolving organizational, operational, or process problems.
    • Ability to apply this knowledge appropriately to diverse situations.
  • Prospecting
    • Knowledge of prospecting principles, processes, and skills.
    • Ability to identify and engage potential customers in the market.
    • Build relationships and create opportunities.
    • Plan, strategize, and target the right industries.
    • Create value propositions with impact.
  • Retail Lending
    • Knowledge of and ability to design and develop retail lending products and services.
    • Manage and evaluate operational processes and procedures.
    • Ensure compliance with local and company policies.
  • Selling
    • Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.
    • Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
  • 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.

Typically

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