Universal Branch Specialist (Mlo)

PNC Bank Lancaster , PA 17622

Posted 3 weeks ago

Job Profile

  • Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow the customer's share of wallet. Assesses and effectively coaches the branch team by ensuring a proper review and coordination of various activities (cash/ATM management, night deposit review, CTR/MIL review, etc.) to ensure adherence to all regulatory, security and audit requirements within the universal branch. Demonstrates expertise in the bank's policies and processes to manage within the bank's risk appetite.

  • Supports universal branch leadership in managing the risk process of the universal branch through proper oversight and adherence to regulatory, security and audit requirements. Coaches and helps team members with operational/risk activities and monitors adherence to policies and procedures. Exercises sound decision making to identify and mitigate potential risk

  • 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 the appropriate PNC solutions. Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.

  • 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 resources.

  • Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.

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Universal Branch Specialist (Mlo)

PNC Bank