Brian Koehler
Adventurer and Life-long Student
- Role
- Branch Banker at PNC
- Location
- State College, PA, US
- LinkedIn followers
- 500 followers
About Brian Koehler
I’m an operations leader with over 15 years of experience improving systems, leading…
Experience
Branch Banker
Jan 2025 — Present · State College, PA, US
Acquire and deepen the branch customer base through various proactive sales and service activities- Manage the customer experience by identifying opportunities to improve the customer\'s financial wellbeing- Collaborate with ecosystem partners to grow customers\' wallet share- Position PNC solutions to drive new revenue and customer loyalty- Drive 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- Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions- Leverage ecosystem partnerships as well as community Centers of Influence to acquire, expand, and retain relationships- Create customer loyalty and grows customer share of wallet through a differentiated customer experience- Perform lobby engagement activities to connect with customers and position PNC products to meet their needs- Educate customers on options for managing financial transactions by leveraging technology, tools, and resources- Apply product and procedural knowledge to identify, mitigate, and solve customer problems to drive customer loyalty- Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits- Demonstrate heightened scrutiny to identify and avoid loss- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner.
Education
University of Delaware
Bachelor of Parks and Recreation Management, Outdoor Education
1997 — 2002
University of Delaware
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
1997 — 2002
Minnesota State University, Mankato
Masters in Experiential Education, Experience-Based Training and Development
2002 — 2004
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