Banking Operations Specialist

Banking Operations Specialist

Job Description:

As a Banking Operations Specialist at PNC, you will provide outstanding customer support, assist customers with financial transactions, and contribute to efficient branch operations. Your role will focus on creating positive customer experiences while identifying opportunities to recommend PNC products and financial services.

Benefits:

PNC offers a comprehensive benefits package designed to support employees both personally and professionally, including:

• Medical, dental, and vision insurance coverage
• Life insurance benefits
• Short-term and long-term disability protection
• 401(k) plan with company match, pension options, and employee stock purchase programs
• Dependent care reimbursement accounts
• Backup child and elder care support
• Adoption, surrogacy, and doula reimbursement assistance
• Educational assistance programs, including select fully funded courses
• Wellness programs with financial incentives
• Paid time off benefits

Qualifications:

• No prior experience is required.
• A college or university degree is generally not required for this role.
• A high school diploma or GED is preferred.
• Equivalent combinations of education, certifications, work experience, or military service may also be considered.
• No specific degree is necessary.
• No certifications or licenses are required.

Critical Functions:

• Deliver a personalized customer experience focused on improving financial wellness and strengthening customer loyalty.
• Handle a variety of customer interactions accurately and efficiently.
• Educate customers about available options and solutions for managing their financial transactions.
• Identify customer needs and refer them to the appropriate branch representatives.
• Encourage customer engagement through lobby activities and meaningful conversations.
• Recommend PNC products and services that align with customer financial goals and needs.
• Recognize sales opportunities and connect customers with the appropriate team members to build stronger relationships.
• Assist customers with digital banking tools, technology resources, and self-service banking options.
• Apply product knowledge and established procedures to resolve customer concerns effectively.
• Ensure teller and branch operations are completed accurately while following PNC policies and procedures.

Preferred Skills:

• Strong accountability and attention to detail
• Knowledge of banking operations and financial services
• Ability to build customer loyalty and trust
• Customer experience and service expertise
• Ability to identify customer needs and opportunities
• Comfort using technology and digital banking tools
• Proactive communication and sales skills

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