Relationship Banker Business Specialist

PNC Bank•Indianapolis, IN

4d•Onsite

About The Position

As a Relationship Banker Business Specialist in PNC’s retail banking organization, you will be based at the Southern Plaza branch in Indianapolis, Indiana. This is an in-office role. You will acquire and expand consumer and business banking relationships with sales revenue under $2 million, using proactive lead generation, appointments, referrals, and collaboration with ecosystem partners. You will manage and grow business banking relationships, identify client needs, and connect clients with appropriate PNC resources and solutions. The role delivers a differentiated client experience from acquisition through onboarding and servicing. It includes developing client loyalty, providing tailored solutions across deposits, lending, cash management, payments, and investing, resolving client problems, and advocating for clients across PNC departments. You will work with branch colleagues, the Branch Manager, Business Banker, and partners such as PNC Wealth Management, PNC Private Bank, and Mortgage. The position also participates in branch operations and requires adherence to policies, risk controls, and established procedures. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates for the role 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

Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Work experience typically includes less than one year of professional experience and/or successful completion of a formal development program.
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.
PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

Accountability
Banking
Client loyalty
Customer experience
Customer service
Identifying opportunities
Leveraging technology
Proactive sales
Knowledge of banking products
Business acumen
Digital awareness
Effective communication
Managing multiple priorities
Matrix management
Prospecting
Selling
Understanding customer needs

Responsibilities

Acquire and expand consumer and business banking opportunities with sales revenue under $2 million.
Manage and grow Business Banking relationships under $2 million in sales revenue.
Generate leads proactively and conduct appointments inside and outside the branch.
Use client information to develop actionable sales strategies and tactics, and manage leads and referrals.
Position bank products and services to attract new households and grow clients’ share of wallet.
Generate quality referrals and develop ecosystem relationships inside and outside the branch.
Coordinate with ecosystem partners, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage, and 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 teams and departments.
Work with the branch team to identify consumer and business banking opportunities and create referrals.
Partner with the Branch Manager and Business Banker to follow up on independent opportunities to expand client relationships.
Conduct lobby engagement activities and educate clients about financial transaction options using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems and build loyalty.
Manage risk by adhering to policies and procedures, exercising sound judgment, and applying heightened scrutiny to avoid losses.
Participate in branch daily operations and help ensure they are completed efficiently and accurately.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
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
Up to 11 paid holidays each year
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