Financial Wellness & Relationship Banker
PNC Financial Services Group
* 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's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our. #J-18808-Ljbffr
- ...PNC Financial Services Group, Inc. is seeking a Personal Banker for their Plainview Branch in Louisville, KY. This role focuses on acquiring and deepening client relationships while enhancing customer loyalty through effective service and sales strategies. Qualified candidates...Financial
$17 - $29.75 per hour
Relationship Banker Job Locations US-KY-Louisville Category/Function Retail Banking Center... ...insight, advice, and personalized financial solutions for their clients. Relationship... ...in outside sales calls. Maintains well-developed knowledge of all products and...FinancialFull timeImmediate start- ...guided by a common purpose to help make financial lives better through the power of every... ...’ physical, emotional, and financial wellness, recognizing and rewarding performance,... ...strives for operational excellence Builds relationships with clients to meet financial needs...FinancialWork at officeShift workWeekend workDay shift
- ...meeting or exceeding client service as well as individual and branch sales targets by... ...on developing, expanding and retaining relationships. Supports team sales process by conducting... ...referring more complex client needs or financial goals to other internal specialists....FinancialFull timePart timeWork at officeNight shiftWeekend work
- ...Credit Union in Louisville, Kentucky is seeking a motivated Financial Relationship Advisor I. The ideal candidate will support members with... ...transactions and resolving issues while advocating for financial wellness. Essential functions include building relationships,...Financial
- ...Quality Talent Group is seeking motivated bankers for their Consumer, Small, and Business Banking division located... ...-time or part-time role focuses on building customer relationships and providing tailored financial solutions. The ideal candidate will have strong customer...FinancialFull timePart time
- ...Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and... ...markets. Job Title: Commercial Banking Relationship Manager FLSA Status: Exempt... ...recommendations to management Analyze financial and credit condition of applicants and determine...FinancialFull timeTemporary workWork at officeRemote workFlexible hours
- ...companys success. As a Personal Banker within PNC's Retail Branch... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...acquire, expand and retain relationships. Creates customer loyalty...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...AND OBJECTIVES The Personal Banker is responsible for providing... ...to ensure a solid client relationship, and identify opportunities for... ...interactions with clients to meet financial investment objectives and/or... ...* Self-motivated and work well in a team environment. * High...FinancialWork at officeWork visaFlexible hoursAfternoon shift
- ...Personal Banker Associate I - New Cut Rd (Louisville, KY) Make... .... The Personal Banker I is a Financial Center position focused on using... ...deepening existing customer relationships through a variety of... ...processing teller transactions as well as working as a member of the...FinancialWork experience placementWork at office
- ...to become a Retail Personal Banker I after completing a 4-8 week... .... The Personal Banker I is a Financial Center position focused on using... ...deepening existing customer relationships through a variety of... ...processing teller transactions as well as working as a member of the...FinancialWork experience placementWork at office
- A leading financial institution in Louisville is seeking a motivated individual for a client engagement role. This position involves educating clients about banking transactions and ensuring efficient service. Candidates must possess strong communication skills, adaptability...FinancialFlexible hours
- A leading financial institution seeks a Relationship Banker in Louisville, KY to deliver exceptional customer service and manage customer relationships. This role requires strong retail banking experience and excellent communication skills. Candidates must have at least...Financial
- ...with banking transactions and educate them on self-service technologies. In this role, you will build relationships with clients and tailor solutions to meet their financial goals. The ideal candidate possesses strong problem-solving skills, a commitment to client...FinancialFlexible hours
$20 - $23 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build relationships with... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance...FinancialFull timeTemporary workLocal area- ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...FinancialShift workWeekend workDay shift
- ...passion for helping customers, building relationships, and delivering extraordinary customer... ...training opportunities. As a Relationship Banker in Branch Banking, you will take a lead... ...with our customers, using your financial knowledge to offer thoughtful solutions...FinancialImmediate startAfternoon shift
- Personal Banker I - Hillview Financial Center (Louisville, KY) The base salary for this position is reflective... ..., financial, emotional and social well-being. You can learn more about... ...and/or deepening existing customer relationships through a variety of activities, including...FinancialWork experience placementWork at office
- ...guided by a common purpose to help make financial lives better through the power of every... ...’ physical, emotional, and financial wellness through affordable, competitive and flexible... ...for operational excellence Builds relationships with clients to meet financial needs...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- Park Community Credit Union in Louisville, Kentucky, seeks a Financial Relationship Advisor I to support members by addressing their financial needs through account management and personalized advice. You'll be responsible for building strong relationships with clients...Financial
$20 - $23 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...FinancialTemporary work- ...Fifth Third in Louisville, KY is looking for a Personal Banker Associate I. This role focuses on consultative selling to meet the financial needs of customers through effective relationship management and services offered by the bank. Qualified candidates will participate...Financial
- ...Acquires, expands and maintains client relationships through business development and client... ...support such strategies. Presents sound financial recommendations and guidance to clients... ..., learning and career development, wellness programs, recognition and much more. The...Financial
$55k - $119.6k
...the company's success. As an Account Manager within PNC's Financial Wellness Solutions organization, you will be based in the Midwest Territory... ..., you will be responsible for deepening existing client relationships, driving ongoing engagement, and ensuring successful...FinancialFull timeContract workTemporary workPart timeWork experience placementWork at office- Back Personal Banker - Highway 62 #41-9407 Jeffersonville, Indiana, United States Apply... ...execution of the consumer-based and business relationship building efforts of a full service... ...Required to effectively assess the financial needs of Banking Center clients and make...FinancialFull timePart timeWork at officeFlexible hours
- Back Licensed Personal Banker - Peachtree #41-9287 New Albany, Indiana, United States Apply... ...of the consumer-based and business relationship building efforts of a full service banking... .... Required to effectively assess the financial needs of Banking Center clients and make...FinancialFull timePart timeWork at officeFlexible hours
$75k - $95k
...About the job Certified Financial Planner Why This Role Stands Out This is not... ...mentorship, access to established client relationships, and a clear trajectory toward becoming... ...both professional success and personal well-being. Role Overview This is a full...FinancialFull timeRelocationRelocation package- ...WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor... ...service and fostering long-term client relationships. If you are driven by results and have... ...insurance for added peace of mind ~ Employee wellness programs and mental health resources...Financial
$80k - $179.4k
...success. As a Business Development Manager III within PNC's Financial Wellness Solutions organization, you will be based in the Midwest... ...needs. This role is primarily focused on supporting the Relationship Manager (RM) book of business, working with assigned Relationship...FinancialFull timeTemporary workPart timeWork experience placementWork at office- Western & Southern Life is seeking a Financial Representative in Louisville, Kentucky. This role involves educating middle-income clients... ...diploma is required; a bachelor's degree is preferred, as well as a life and health license before starting. #J-18808-Ljbffr Western...Financial
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