Relationship Banker Business Specialist

PNC•Port Saint Lucie, FL

6d•Onsite

About The Position

The Relationship Banker Business Specialist works within PNC’s Retail Bank organization and is based at the Gatlin Boulevard Branch in Port Saint Lucie, Florida. This in-office role acquires and expands consumer and business banking relationships with sales revenue under $2 million, generating leads and conducting appointments both inside and outside the branch. The specialist delivers a differentiated client experience from acquisition through onboarding and servicing, and collaborates with branch staff and ecosystem partners to achieve business results. The role manages and grows Business Banking relationships, identifies client needs, and recommends tailored solutions across deposits, lending, cash management, payments, and investing. It includes developing relationships with internal and external ecosystem partners, coordinating referrals and follow-up, advocating for clients, and supporting branch operations. The specialist manages risk by following policies and procedures, using sound judgment, and applying heightened scrutiny to help prevent losses. PNC describes itself as an in-office company. The position does not offer employment visa sponsorship or STEM OPT participation. Candidates must be able to serve as a Notary Public in the applicable state and may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

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 under education requirements.
Ability to serve as a Notary Public in the applicable state.
Subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Demonstrated knowledge, skills, and abilities relevant 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

Accountability
Banking
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
Proactive sales

Responsibilities

Acquire and expand consumer and business banking relationships 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 appropriate bank products and services to attract new households and grow clients’ share of wallet.
Generate quality referrals to ecosystem partners and use tools and protocols to maximize business results.
Build and lead an ecosystem of partners inside and outside the branch, including PNCWM, PNC Private Bank, Business Banking, and Mortgage.
Identify the appropriate resource or team for client needs, introduce clients to them, and hold partners accountable for updates and referral follow-up.
Deliver a differentiated client experience through advanced conversations and tailored solutions aligned with clients’ holistic needs.
Resolve client problems courteously and urgently, escalating when necessary, and advocate for clients across PNC departments.
Work with the branch team to identify consumer and business banking opportunities and create referrals.
Work with the Branch Manager and Business Banker to follow up on independent opportunities to expand client relationships.
Engage clients in the lobby, present relevant PNC products, and educate them about technology and other resources for managing financial transactions.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems and promote loyalty.
Manage risk by adhering to 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, 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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine 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, subject to eligibility.