Senior Mortgage Loan Officer providing loan solutions for PNC's customers. Managing customer relationships and collaborating on mortgage transactions remotely.
About the role
- Senior Banker serving financial center clients by uncovering their banking needs and providing tailored solutions. Collaborating with teams to enhance client experience and deliver excellent service.
Responsibilities
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
- Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
Requirements
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
- In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Confident in identifying solutions for helping new and existing clients based on their needs.
- Strong written and verbal communications skills.
- Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
- Can be flexible to work weekends and/or extended hours as needed.
- Bilingual in Mandarin.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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