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Branch Sales and Service Associate

2 months ago

New York, New York, United States PNC Full time
Job Profile

Position Overview

PNC, a leading financial institution, is seeking a highly motivated 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
    • Participate in proactive sales and service activities to drive customer engagement
    • Collaborate with ecosystem partners to grow customer share of wallet
  • Proactive Sales Conversations
    • Drive sales conversations through internal and outbound interactions
    • Apply a defined sales process to identify and engage potential customers
    • Position PNC solutions to 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
    • Educate customers on options for managing financial transactions
  • Risk Management
    • Manage risk through adherence to all policies and procedures
    • Demonstrate sound judgment within established limits

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 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
  • Understanding Customer Needs
    • Knowledge of and 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.

Education

No degree required.