Team Leader Customer Engagement
United States
Markets bank products to customers and potential customers through in-store marketing and prospecting. Refer customers to bank resources as appropriate for additional sales and services.Partner with VP of the office in providing streamlined action plans to improve customer engagement CIQ scores, impacting an overall green branch and Human SigmaAcquires, retains, and expands new and existing bank customer relationships by profiling to discover needs, recommending the best products and services, completing sales, proactively contacting and meeting customers, asking for referrals, and conducting appointments in the PNC Bank branch within the Retail Markets location.Schedules prospect appointments either through initial contact or by follow-up phone calls, converts service opportunities into sales events, closes sales by engaging prospects in a banking relationship.Opens checking/savings, credit card, home equity and car loan accounts, handles debit and credit transactions in compliance with established bank policies and procedures, sells/cross-sells bank products and services, and resolves complex customer service issues.