Regional Banker

PNC Business Credit; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company in the United Kingdom is seeking a candidate to manage customer experiences and drive proactive sales to enhance financial well-being and loyalty. The role involves engaging with customers directly to identify their needs and provide appropriate financial solutions. Candidates should have a strong background in customer relationship management and a knowledge of financial products. This position offers various employee benefits and development opportunities.

Benefits

Time off

Learning and career development

Wellness programs

Recognition programs

Qualifications

• Ability to identify and address customer needs to improve financial wellbeing.
• Experience in proactive sales and service in a client-facing role.
• Knowledge of financial products and technology for customer engagement.

Responsibilities

• Manage customer experience and loyalty through effective engagement.
• Drive proactive sales conversations and identify referral opportunities.
• Educate customers on financial product options and solutions.

Skills

Customer relationship management

Proactive sales techniques

Risk management

Lobby engagement

Job description

* Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. 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 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. Ensures teller and branch daily operations and maintenance transactions 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 .