Personal Banker
PNC Bank
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. 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 within PNC’s Retail Bank Organization, you will be based in Orlando, FL at the Waterford Lakes Branch. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. 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. Employee Expectations 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. Qualifications 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: Typically requires 3+ years at a related level. An associate’s degree or equivalent experience considered. Education: No degree required. Certifications/ Licenses: None required. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. 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; and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days; 15–25 vacation days depending on career level and service. Disability Accommodations To receive an accommodation for the application process, please contact us at View email address on click.appcast.io with the subject “accommodation request” and include your name, the job ID, and preferred contact method. Alternatively, call View phone number on click.appcast.io and say “Workday.” All information will be kept confidential and used only for the purpose of providing accommodations. 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 Section 19 of the FDIA and other regulatory requirements. California residents: refer to the California Consumer Privacy Act Privacy Notice. #J-18808-Ljbffr PNC
- ...The Personal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their selection of various accounts and financial...Suggested
- Job Responsibilities Responsibilities include, but are not limited to: 1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge: Understand all bank products and services, ...Suggested
- ...culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank Organization, you will be based in Orlando, FL at the Waterford Lakes Branch. PNC will not provide...SuggestedFull timeTemporary workWork experience placement
- ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. As a Personal Banker within PNC's Retail Branch organization, you will be based at the DENOVO MARKET AT SOUTHSIDE BRANCH located at 2811 S Orange Ave...SuggestedTemporary workWork experience placementWork at officeShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based from our MILLS PARK BRANCH, located at: 1414 North Mills Avenue, Suite...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...trust offices in Winter Haven and Naples. We provide trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker – Responsibilities Perform daily branch functions including client services,...Temporary workWork at officeRemote workNight shift
$350k
...Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years... ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating...- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver ...Work at officeLocal areaDay shift
$260k - $350k
...New York City Company Retained by a global private bank Requirements 7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within the HNW/UHNW community in Argentina and Chile Well-connected and...Full timeLocal area- A major financial institution is seeking a talented Private Banker in Orlando, Florida, to provide holistic wealth management solutions. Candidates should possess at least six years of experience in Private Banking or Financial Services, alongside a Bachelor's degree and...
- ...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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$200k
...Office Training Requirements CFP® CEs Firm Element Insurance CEs FINRA CEs Other Measurable Abilities Required Financial Services Personal Finance Planning Independent Decision Making Influence and Negotiation Good Judgment, Problem Solving Skills Flexibility Work, Think...Work experience placementCasual workWork at officeRemote workAfternoon shift- Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program in Orlando, Florida. In this role, you will work with high-net-worth individuals to develop relationships and offer comprehensive financial recommendations. The ideal candidate will...
- The Financial Aid Advisor II will provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable regulations, with timely service and the highest quality, in coordination with other departments to ensure that...Full timeTemporary workLocal areaWork from homeAfternoon shift
- Jobtailor in Orlando seeks a Financial Advisor to work with high-net-worth clients, identifying goals and delivering tailored investment recommendations. You will collaborate with Merrill Financial Advisor Teams to grow your book of business and meet performance targets...
$120k - $150k
...client based on his or her professional/work circumstances, life stage, and evolving financial needs • Guide clients in developing personalized financial plans that align with their life goals and aspirations. • Analyze clients' financial status and provide strategic...Work at office$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Senior Financial Associate An outstanding opportunity exists to join RVR Consulting Group, an Orlando-based firm specializing in helping small to mid-market businesses maximize their value and optimize their talent through research-based strategy. As a Senior Financial...
- ...opportunity to contribute to the companys success. As a Relationship Banker Business Specialist within PNC's Retail Branch organization,... ...PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$75k - $113k
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the...$50k
...engagements). Deeply understand clients\' and prospective clients\' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a...Work at officeWork from homeHome officeFlexible hours- ...helping individuals and families build and protect their wealth. Licensed across the U.S., Canada, Mexico, and beyond, we offer personalized financial solutions that truly make a difference in our clients' lives. Why This Role is Perfect for You: You’ve worked hard...Extra incomePart timeImmediate startRemote workWork from homeFlexible hours
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- …looking to work at one of the “Best Companies to Work For” (Florida Trend - 8 years running) …wanting to be part of the “Best Place to Work” (Orlando Business Journal and South Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited...Temporary workLocal area
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...For contractorsWork at office- ...and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their respective...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...including life, car, and home insurance. Dedicated to meeting the diverse needs of customers, the agency is committed to providing personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office...Full timeWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- personal banker Orlando, FL
- private banker Orlando, FL
- attorney personal injury Orlando, FL
- personal caregiver Orlando, FL
- personal injury paralegal Orlando, FL
- personal training Orlando, FL
- personal security Orlando, FL
- personal training part time Orlando, FL
- personal computer support technician Orlando, FL
- entry level personal training Orlando, FL

