Demonstrates expertise in proactive sales and customer service to enhance financial wellbeing, leveraging product knowledge and community partnerships to drive customer loyalty and revenue growth. Proficient in managing customer experiences and adhering to regulatory requirements.

Highest-signal resume keywords

Proactive SalesCustomer Experience ManagementFinancial Wellbeing SolutionsEcosystem PartnershipsSpanish Speaking

About the role

Key responsibilities & impact

Acquire and deepen the branch customer base through proactive sales and service activities
Manage the customer experience by identifying opportunities to improve customers’ financial wellbeing
Collaborate with ecosystem partners to grow customers’ share of wallet
Position PNC solutions to drive new revenue and customer loyalty
Drive proactive sales conversations through outbound calling, service to sales, teller interactions, appointment setting, and lobby engagement
Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions
Leverage ecosystem partnerships and community Centers of Influence to acquire, expand, and retain relationships
Create customer loyalty and grow customer share of wallet through a differentiated customer experience
Perform lobby engagement activities and position PNC products to meet customer needs
Educate customers on options for managing financial transactions using technology, tools, and resources
Apply product and procedural knowledge to identify, mitigate, and solve customer problems
Manage risk through adherence to policies and procedures
Participate in branch daily operations, ensuring efficient and accurate completion

Requirements

What you’ll need

Typically requires an Associates or equivalent degree as well as related experience or product knowledge
Typically requires 3+ years experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
No required certifications
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations
Spanish speaking preferred
Position subject to Section 19 of the Federal Deposit Insurance Act and, for any registered role, the SAFE Act and/or FINRA requirements regarding criminal history
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Years-of-service-related paid time off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Relationship ManagementFinancial Transaction ManagementProduct KnowledgeRisk ManagementSales Techniques

Soft Skills

CommunicationProblem SolvingCollaborationCustomer EngagementService Orientation

Tools & Technologies

Financial ToolsTechnology Resources

Industry Keywords

Consumer Financial Protection BureauSection 19 of the Federal Deposit Insurance ActSAFE ActFINRA Requirements