Relationship Banker Business Specialist

PNC•Helotes, TX

7d•Onsite

About The Position

At PNC, the Relationship Banker Business Specialist works within the retail organization at the Helotes branch in Helotes, Texas. The role acquires and expands Consumer and Business Banking relationships for businesses with under $2 million in sales revenue, using proactive lead generation, appointments inside and outside the branch, and collaboration with ecosystem partners. The specialist guides clients through acquisition, onboarding, and servicing, tailoring solutions to their broader financial needs. The role develops relationships and referrals across PNC, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage. It works closely with the Branch Manager, Business Banker, and branch team to identify and pursue opportunities, deliver a differentiated client experience, and support client loyalty. The specialist also participates in branch operations and manages risk by following policies and procedures and exercising sound judgment. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this role. 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, 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.
Ability to serve as a Notary Public in the applicable state.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Demonstrated knowledge, skills, and abilities appropriate to the role, including banking products, business acumen, customer experience management, digital awareness, effective communication, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.

Nice To Haves

Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
Spanish-speaking ability is preferred.

Responsibilities

Acquire and expand Consumer and Business Banking relationships for businesses with under $2 million in sales revenue.
Generate leads proactively, conduct appointments inside and outside the branch, and manage referrals to grow client relationships and attract new households.
Use client information and knowledge of bank products and services to create sales strategies, recommend appropriate offerings, and maximize business results.
Build relationships with ecosystem partners, identify the resources best suited to client needs, make introductions, and follow up on referrals.
Deliver a differentiated client experience from acquisition through onboarding and servicing, offering tailored solutions across deposits, lending, cash management, payments, and investing.
Resolve client problems courteously and promptly, escalate when necessary, and advocate for clients across PNC departments.
Work with the branch team to identify Consumer and Business Banking opportunities and generate referrals; coordinate with the Branch Manager and Business Banker on opportunities to expand relationships.
Engage clients in the lobby, explain technology and resources for financial transactions, and position PNC products to meet client needs.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems and build client loyalty.
Manage risk by adhering to policies and procedures, exercising sound judgment, identifying potential losses, and participating in accurate and efficient daily 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 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.
Between 15 and 25 vacation days each year, depending on career level and years of service.