ACU
Network Capabilities
Scripting
Financial Planner
100

How do clients send money with Zelle, Deposit a check and use PNC Pay?

PNC Mobile App

100

How will a customer cash a check at my branch?

ACU options like ATM or closest partner branch

100

What document will help me set expectations for our clients?

Business Customer Script

100

How many days until the Financial Center conversion?

19 days (5/17)

200

How do we help clients monitor accounts via email and/or text message?

Account Alerts Through Online Banking

200

Can you purchase a Certified Check at your branch? 

YES!

200

Where do I find phone scripts and other resources to prepare? 

"Tools and Resources" section of the Financial Center OneNote

200

When are the "Network Capabilities" and "Customer Outreach" Meeting planners due?

04/30

300

How can clients File a Dispute, Order Checks, Pay Bills, and Print and Save Statements?

PNC Online Banking

300

Can a Financial Center close a loan?

Yes! *Designated Lender guidelines apply 

300

What can we say if a client needs a change order?

We will be able to accommodate your request through our neighboring branch. I will call ahead so that order is available for pick up.

300

How many days left for Business Outreach?

17 days

400

What service requires a user ID, debit card number/pin, full account number, and social security?

 Resetting Your Online Banking Password

400

How do I understand the branch format capabilities through every product offering and services available at every branch?

Retail Branch Network Resource Page 

400

Why has PNC chosen to transform the retail branch network?

Our goal is to help our customers learn the different ways we can meet their needs at the branch and on their own. 

400

How do I ensure preparation with my Surface Pro?

Mark the "Retail Transforming your Technology with a Surface Pro Meeting Planner" complete on MyLearning

500

How can clients make contactless payments with PNC Pay and Apple Pay, Make purchases using Credit, Debit and SmartAccess?

PNC Pay or Apple Pay

500

How do I find what capabilities are available at any branch located in PNC’s footprint?

Use the Branch Locator and notate the “branch format and branch model”

500

What is the benefit to the customer/ banker?

The transition to digital first options allows bankers to focus more fully on the sales and service needs and partner with the customer to meet their financial goals.

500

How do I ensure I receive credit for my training? 

Locate "Retail Branch Transformation Converting Branch Meeting Planner" In MyLearning and click "Mark Complete"

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