Private Banker jobs in Erie, PA

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Personal Banker
  • PNC
  • Erie, PA FULL_TIME
  • Position Overview

    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 customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Erie, PA.

    Job Description

    • Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. 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 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.
    • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and 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 to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    To learn more about this opportunity, please watch this video.

    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 allowing 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.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    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 and 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, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1 years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    No Degree

    Additional Job Description

    Benefits

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    Disability Accommodations Statement:

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


    At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO):


    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.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

  • 8 Days Ago

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Personal Banker
  • KeyBank
  • Erie, PA FULL_TIME
  • Location:1468 West Gore Road - Erie, Pennsylvania 16509Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage cl...
  • 1 Month Ago

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Private Lacrosse Coach
  • STXZ
  • North, PA CONTRACTOR,PART_TIME,FULL_TIME
  • Welcome to STXZ, where passion for lacrosse and quality training find a perfect match! Although we’re the new kids on the block, we’ve sprinted ahead and clinched the title of the fastest-growing lacr...
  • 10 Days Ago

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Personal Banker II
  • WSFS Bank
  • Centerville, PA FULL_TIME
  • Job Description Schedule : Monday - Friday 8 AM 6 PM, Saturday 9 AM 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships The ...
  • 1 Day Ago

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Teller retail banker
  • Pennsylvania
  • Edinboro, PA FULL_TIME
  • Job Description - Teller Retail Banker (062849) Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationa...
  • 3 Days Ago

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Floating Relationship Banker
  • F.N.B. Corp.
  • Meadville, PA PART_TIME
  • Primary Office Location: 837 Park Avenue. Meadville, Pennsylvania. 16335. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Ret...
  • 6 Days Ago

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0 Private Banker jobs found in Erie, PA area

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Information Technology Help Desk
  • Akkodis
  • Erie, PA
  • Akkodis is partnering with a Fortune 500 company in Erie, PA, recruiting customer service-oriented candidates to provide...
  • 3/29/2024 12:00:00 AM

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Sales Manager
  • Essentra
  • Erie, PA
  • Essentra Components is immediately hiring for an experienced Sales Manager based in the Erie, Pennsylvania area to lead ...
  • 3/29/2024 12:00:00 AM

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Store Manager
  • Family Farm & Home
  • Erie, PA
  • The store manager must exemplify the company’s culture by consistently supporting and strengthening the basic philosophi...
  • 3/29/2024 12:00:00 AM

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Chief Financial Officer
  • Human Capital Associates
  • Erie, PA
  • CHIEF FINANCIAL OFFICER (CFO) For nearly 90 years, The Erie Community Foundation has strengthened communities by respond...
  • 3/29/2024 12:00:00 AM

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Matlab Developer
  • Tata Consultancy Services
  • Erie, PA
  • Job Title: Matlab Developer Experience (in Yrs) 6-10 Yrs. Technical/Functional Skills • Minimum 5 years’ experience in M...
  • 3/29/2024 12:00:00 AM

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HHA- Home Health Aide (All Shifts Available)
  • Interim HealthCare
  • Erie, PA
  • As a Home Health Aide, you will be called to care when you’re needed most. As part of Interim HealthCare Home Care, you’...
  • 3/29/2024 12:00:00 AM

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Pediatric Home Health Aide - HHA - Daylights 1:1 Care
  • Interim HealthCare
  • Erie, PA
  • As a Home Health Aide, you will be called to care when you’re needed most. As part of Interim HealthCare Home Care, you’...
  • 3/29/2024 12:00:00 AM

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Mortgage Loan Officer - North Hill, PA
  • PNC Financial Services Group
  • Erie, PA
  • Job Profile Position Overview Job Description Summary At PNC, our people are our greatest differentiator and competitive...
  • 3/26/2024 12:00:00 AM

Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,348 to $99,010
Erie, Pennsylvania area prices
were up 1.5% from a year ago

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