Branch Sales & Service Representative (MLO)
Company: PNC Financial Services Group
Posted on: June 15, 2019
At PNC, our people are our greatest differentiator and competitive
advantage in the markets we serve. We are all united in delivering
the best experience for our bank customers. As a Full Time Branch
Sales & Service Representative, you will enhance customer
relationships by taking time to understand a clients needs,
identify opportunities to explore retail banking products and
services, and refer them to a personal banker for additional sales
and service support. You will interact with retail and business
customers through lobby engagement and teller transactions, provide
education on new technology and tools, and support their financial
needs through a defined sales process.
This position will be based in Louisville, KY at the Watterson City
retail banking branch.
- Delivers a unique customer experience aimed to improve a
customer's financial wellbeing and create loyalty while increasing
share of wallet. From a variety of customer interactions,
participates in proactive sales and service activities and
identifies referral opportunities. Collaborates with ecosystem
partners to grow customer's share of wallet. Positions PNC
solutions to drive new revenue and customer loyalty.
- Drives proactive sales conversations through internal and
outbound interactions with a defined sales process including
outbound calling, service to sales, teller interactions,
appointment setting and effective lobby engagement, ultimately
elevating client loyalty. Delivers a full PNC conversation with
every client interaction to identify appropriate PNC solutions.
Leverages ecosystem partnerships to acquire, expand and retain
- Creates customer loyalty and grows customer share of wallet
through a differentiated customer experience. Performs lobby
engagement activities to connect with customers and position PNC
products to meet their needs. Educates customers on options for
managing financial transactions by leveraging technology, tools and
- Applies product and procedural knowledge to identify, mitigate
and solve customer problems effectively to drive customer
- Manages risk through adherence to all policies and procedures,
demonstrating sound judgment within established limits.
Demonstrates a heightened scrutiny to identify and avoid loss.
Ensures teller and branch daily operations and maintenance
transactions are completed in an efficient and accurate manner.
Core CompetenciesManages Risk - Basic Experience
- Assesses and effectively manages all of the risks associated
with their business objectives and activities to ensure activities
are in alignment with the bank's and unit's risk appetite and risk
Customer Focus - Basic Experience
- Knowledge of the values and practices that align customer needs
and satisfaction as primary considerations in all business
decisions, and ability to leverage that information in creating
customized customer solutions.
Job Specific CompetenciesTech Savvy - Working Experience
- Advise, educate and engage clients on a variety of
technological tools and resources allowing them to explore
solutions to achieve their goals and financial well being.
Prospecting. - Basic Experience
- Knowledge of and the ability to identify and engage potential
opportunities in the market. Build relationships and create
opportunities. Plan, strategize and target the right industries.
Create value propositions with impact.
Problem Solving - Working Experience
- Knowledge of approaches, tools, techniques for recognizing,
anticipating, and resolving organizational, operational or process
problems; ability to apply this knowledge appropriately to diverse
Effective Communications - Working Experience
- 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 - Working Experience
- Ability to manage multiple concurrent objectives, projects,
groups, or activities, making effective judgments as to
prioritizing and time allocation.
Matrix Management - Basic Experience
- Ability to build and use effective working relationships within
own department and across department, functional, and geographic
Retail Lending - Basic Experience
- 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
Understanding Customer Needs - Basic Experience
- Knowledge of and the ability to recognize and be sensitive to
the different perspectives and priorities of different
Selling. - Working Experience
- 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
Banking Products - Basic Experience
- Knowledge of and ability to provide products and services
available through the retail banking branch.
Candidates being considered for this position will be subject to
additional background checks as required by Consumer Financial
Protection Bureau regulations.
Required Education and Experience
Roles at this level typically do not require a university / college
degree, however may require related experience or product knowledge
to accomplish primary duties. Typically
PNC provides equal employment opportunity to qualified persons
regardless of race, color, sex, religion, national origin, age,
sexual orientation, gender identity, disability, veteran status, or
other categories protected by law
Keywords: PNC Financial Services Group, Louisville , Branch Sales & Service Representative (MLO), Sales , Louisville, Kentucky
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