Relationship Banker Business Specialist

PNC • Durham, NC

5d • Onsite

About The Position

As a Relationship Banker Business Specialist in PNC’s retail banking organization, the employee is based at the Roxboro Road Branch in Durham, North Carolina. The role acquires and expands consumer and business banking relationships with sales revenue under $2 million, generating leads and conducting appointments inside and outside the branch. It delivers a differentiated client experience from acquisition through onboarding and servicing, and achieves business results through collaboration with ecosystem partners.

The specialist manages and grows Business Banking relationships, uses client information to develop sales strategies, and generates referrals to partners such as PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage. The role works with branch colleagues, the Branch Manager, and the Business Banker to identify and follow up on opportunities, solve client needs, support branch operations, and manage risk.

The position is in-office. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

• Typically requires 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 instead of a degree.
• Bachelor’s degree listed under Education.
• Ability to serve as a Notary Public in the applicable state.
• Candidates may be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
• Demonstrate knowledge, skills, and abilities appropriate to the role, including customer focus and risk management.

Nice To Haves

• Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• 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 with sales revenue under $2 million.
• Manage and grow Business Banking relationships and use client information to develop actionable sales strategies and tactics.
• Proactively generate leads, conduct appointments inside and outside the branch, and make quality referrals to ecosystem partners.
• Collaborate with a broad range of partners, identify the right resources for client needs, make introductions, and hold partners accountable for updates and referral follow-up.
• Deliver a differentiated client experience through tailored solutions covering deposits, lending, cash management, payments, and investing.
• Resolve client problems courteously and urgently, escalating when necessary, and advocate for clients across PNC departments.
• Work with branch colleagues, the Branch Manager, and the Business Banker to identify and follow up on consumer and business banking opportunities.
• Engage clients in the lobby, position appropriate PNC products, and educate clients about technology and resources for managing financial transactions.
• Apply product and procedural knowledge to identify, mitigate, and resolve customer problems and build client loyalty.
• Adhere to policies and procedures, exercise sound judgment within established limits, identify and avoid loss, and participate in efficient and accurate branch operations.

Benefits

• Medical and prescription drug coverage, with 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.
• Back-up child and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select programs that are fully paid.
• 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.
• Between 15 and 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