Relationship Banker Business Specialist

PNC • Wellington, FL

3d • Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and foster an inclusive workplace. This in-office position is part of PNC's Retail Bank Organization and is based at the Wellington Country Plaza Branch in Wellington, Florida. Spanish proficiency is preferred. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

The Relationship Banker Business Specialist acquires and expands consumer and business banking relationships for businesses with sales revenue under $2 million. The role generates leads and conducts appointments both inside and outside the branch, collaborating with ecosystem partners to deliver a differentiated client experience from acquisition through onboarding and servicing. It develops tailored solutions for clients' financial needs, including deposits, lending, cash management, payments, and investing.

The specialist supports client loyalty through proactive outreach, lobby engagement, technology education, and courteous, timely problem resolution. The role works with the branch team, Branch Manager, Business Banker, and other PNC partners to identify opportunities, make referrals, and follow up with clients. It also follows policies and procedures, manages risk, and contributes to efficient and accurate daily branch operations.

Candidates typically have a university or college degree and less than one year of professional experience, or successful completion of a formal development program. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. The role requires the ability to serve as a Notary Public in the applicable state, and candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

• Typically, a university or college degree and less than one year of professional experience, and/or successful completion of a formal development program; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered in lieu of a degree.
• Ability to serve as a Notary Public in the applicable state.
• Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
• Demonstrated customer focus and ability to create customized customer solutions.
• Ability to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

• Spanish speaking ability is preferred.
• Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Relevant competencies include banking products, business acumen, customer experience management, digital awareness, effective communications, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.

Responsibilities

• Acquire and expand consumer and business banking relationships for businesses with sales revenue under $2 million.
• Generate leads proactively and conduct appointments inside and outside the branch.
• Manage and grow Business Banking relationships, using client information to develop sales strategies and tactics.
• Position bank products and services to attract new households and grow clients' share of wallet.
• Generate quality referrals and collaborate with ecosystem partners, identifying the best resources to meet client needs.
• Hold partners accountable for routine updates and referral follow-up.
• Deliver a differentiated client experience from acquisition through onboarding and servicing, with solutions tailored to clients' holistic needs.
• Resolve client problems courteously and urgently, escalating when necessary, and advocate for clients across PNC departments.
• Work with the branch team, Branch Manager, and Business Banker to identify opportunities and follow up on referrals and independent opportunities.
• Conduct lobby engagement activities, educate clients about financial transaction options, and use technology, tools, and resources to meet their needs.
• Apply product and procedural knowledge to identify, mitigate, and solve customer problems and promote loyalty.
• Adhere to policies and procedures, exercise sound judgment, identify and avoid loss, and participate in efficient and accurate daily branch operations.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match, pension, and stock purchase plans.
• Dependent care reimbursement account and back-up child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
• 15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level