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Personal Banker Houston Plaza

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 Branch 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 Houston, TX at the Houston Plaza branch. Bilingual Spanish preferred.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

Competencies

Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. 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.

Education

No Degree

Certifications

No Required Certification(s)

Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Benefits

PNC offers 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; 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; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

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 say "Workday" 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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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.

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Personal Banker Houston Plaza, PNC

At PNC, we're all about connecting with our customers and providing top-notch banking solutions, which is exactly what you'll do as a Personal Banker at our Houston Plaza branch! This role is perfect for someone who enjoys engaging with customers and helping them find the right financial services to fit their needs. You’ll be spending your days having meaningful conversations with clients, driving proactive sales to deepen our customer base while enhancing their overall experience. Your primary goal will be to elevate customer loyalty by understanding and addressing their financial well-being through our various products. You won’t just be stuck behind a desk; instead, you’ll actively collaborate with amazing team members and ecosystem partners to ensure each customer feels valued. If you’re bilingual in Spanish, that’s a plus! Typically, we look for candidates with around 3 years of experience in a similar role, but we also value related educational backgrounds and certifications. Not only does PNC invest in the professional growth of our team members, but we also provide a great benefits package which includes medical and dental coverage, a generous 401(k) plan with PNC match, and numerous paid time-off options. So if you’re passionate about making a difference in people's financial journeys and thrive in a collaborative environment, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Personal Banker Houston Plaza Role at PNC
What are the key responsibilities of a Personal Banker at PNC in Houston?

As a Personal Banker at PNC in Houston, your main responsibilities include acquiring and deepening customer relationships, conducting proactive sales conversations, and managing the customer experience effectively. You'll identify financial solutions tailored to meet customer needs while collaborating with team members and ecosystem partners to enhance customer loyalty.

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What qualifications do I need to become a Personal Banker at PNC?

To qualify for the Personal Banker position at PNC, you typically need at least an associate's degree or equivalent experience, along with around 3 years of relevant experience in the banking industry. Bilingual abilities, especially in Spanish, will be a valuable asset in connecting with a diverse customer base.

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What skills are essential for a Personal Banker at PNC in Houston Plaza?

Essential skills for a Personal Banker at PNC include effective communication, problem-solving abilities, customer service expertise, and an understanding of banking products. Being proactive in sales and having a passion for enhancing customer experiences will also serve you well in this role.

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What is the work environment like for a Personal Banker at PNC?

The work environment for a Personal Banker at PNC is collaborative and customer-focused. You'll be part of a team that supports each other in providing the best experiences for clients, with opportunities to engage directly with customers both in the lobby and through proactive sales activities.

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What benefits does PNC offer to Personal Bankers in Houston?

PNC offers a comprehensive benefits package for Personal Bankers, which includes medical and dental coverage, a robust 401(k) with company match, generous vacation days, and various other benefits focused on employee wellness and professional development.

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Common Interview Questions for Personal Banker Houston Plaza
How do you approach building relationships with clients as a Personal Banker?

When answering this question, emphasize your active listening skills and your eagerness to understand each client's unique financial situation. Describe methods you use to initiate conversations, such as greeting customers in the lobby, following up on previous interactions, or using data to identify sales opportunities.

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Can you share an experience where you successfully resolved a customer's issue?

Structure your response by using the STAR method—Situation, Task, Action, Result. Describe a specific challenge you faced, the steps you took to solve it, and the positive outcome that followed, demonstrating your commitment to excellent customer service.

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What strategies do you use to drive sales in a banking environment?

Discuss your familiarity with establishing a defined sales process, leveraging data to identify opportunities, and proactively engaging customers through outreach. Highlight the importance of relationship building and understanding customer needs in steering them toward financial products.

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How would you handle a difficult customer?

Showcase your conflict-resolution skills by discussing your approach to understanding the customer's perspective, remaining calm and empathetic, and finding a solution that satisfies both the customer and the bank's policies.

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Why do you want to work for PNC as a Personal Banker?

Convey your enthusiasm for PNC’s values, commitment to customer service, and inclusive workplace culture. Mention any personal experiences that resonate with PNC’s mission and how you see yourself contributing positively to the team.

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What do you know about PNC’s products and services?

Discuss the range of products PNC offers, including checking and savings accounts, loans, investment services, and any digital tools. Demonstrating knowledge about these will show your preparation for the role and eagerness to recommend suitable products to customers.

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How do you manage multiple priorities in a fast-paced banking environment?

Share your methods for prioritization and time management, such as setting daily goals, using workflow tools, or effective task delegating. Highlight your ability to adapt quickly without sacrificing customer service quality.

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What role does technology play in your approach to personal banking?

Explain how technology enhances customer service and relationships by streamlining processes, creating efficiencies, and enabling data-driven interactions. Provide examples of specific tools you’ve used or are familiar with.

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Can you provide an example of how you achieved a sales goal?

Use the STAR method to illustrate a specific sales goal you achieved. Discuss the strategies you implemented, how you tracked your progress, and how you adjusted your approach when necessary.

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What does great customer service mean to you in the banking sector?

Talk about the importance of understanding each customer’s unique needs, being responsive, and maintaining effective communication throughout their banking experience. Mention how exceptional service leads to long-lasting customer relationships.

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DATE POSTED
April 16, 2025

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