Relationship Banker Business Specialist

PNC • Allentown, PA

2d • Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and support an inclusive workplace. This Relationship Banker Business Specialist role is part of PNC's retail banking organization and is based in the Tilghman Square branch in Allentown, Pennsylvania. The role is in-office. English/Spanish bilingual ability is preferred. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

The specialist acquires and expands Consumer and Business Banking relationships with sales revenue under $2 million. The role generates leads, conducts appointments inside and outside the branch, collaborates with a broad network of ecosystem partners, and delivers a differentiated client experience from acquisition through onboarding and servicing. The specialist manages Business Banking relationships, identifies client needs, positions relevant products and services, and develops actionable sales strategies using client information.

The role partners with colleagues and teams including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage, connecting clients with appropriate resources and following up on referrals. It works with the Branch Manager, Business Banker, and branch team to identify opportunities, build referrals, expand share of wallet, and support branch operations. The specialist provides tailored solutions across deposits, lending, cash management, payments, and investing; helps clients use technology and other resources to manage transactions; and resolves or escalates client issues courteously and promptly.

The specialist is responsible for managing risk, adhering to policies and procedures, exercising sound judgment, identifying potential losses, and completing branch daily operations accurately and efficiently. The position requires the ability to serve as a Notary Public in the applicable state. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

• Ability to serve as a Notary Public in the applicable state.
• Appropriate knowledge, skills, and abilities for the role.
• Typically, a university or college degree with 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.
• Bachelor's degree listed as the education requirement.
• Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

• Bilingual English/Spanish ability; Spanish speaking is preferred.
• Skills in accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
• Competencies in banking products, business acumen, customer experience management, digital awareness, effective communication, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.

Responsibilities

• Acquire and expand Consumer and Business Banking opportunities with sales revenue under $2 million.
• Proactively generate leads and conduct appointments inside and outside the branch.
• Manage and grow Business Banking relationships under $2 million in sales revenue.
• Use client information from multiple sources to develop actionable sales strategies and tactics.
• Position bank products and services appropriately to attract new consumer and business households and grow share of wallet.
• Generate quality referrals to ecosystem partners and use tools and protocols to maximize business results.
• Collaborate with ecosystem partners, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage, to connect clients with appropriate resources.
• Hold partners accountable for routine updates and referral follow-up.
• Deliver a differentiated client experience from acquisition through onboarding and servicing, using advanced conversation skills and tailored solutions.
• Address client problems courteously and urgently, escalating when necessary, and advocate for clients across relevant PNC departments.
• Work with the branch team, Branch Manager, and Business Banker to identify opportunities, create referrals, and expand client relationships.
• Conduct lobby engagement activities and educate clients about options for managing financial transactions through technology, tools, and resources.
• Apply product and procedural knowledge to identify, mitigate, and solve customer problems and build client loyalty.
• Manage risk by following policies and procedures, exercising sound judgment, and identifying and avoiding losses.
• Participate in branch daily operations and ensure they are completed efficiently and accurately.

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.
• Back-up child and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, subject to eligibility.
• Up to 11 paid holidays each year, subject to eligibility.
• 9 occasional absence days each year, unless otherwise required by law.
• 15 to 25 vacation days each year, depending on career level and years of service.

What This Job Offers

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