Relationship Banker Business Specialist

PNC•Dayton, OH

7d•$52,500 - $87,500•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This Relationship Banker Business Specialist role is part of PNC’s retail branch organization and is based at the Beavercreek Branch in Beavercreek, Ohio. The role is in-office. PNC does 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 and conducts appointments inside and outside the branch, collaborates with ecosystem partners, and delivers a differentiated client experience from acquisition through onboarding and servicing. It manages Business Banking relationships under the stated revenue threshold and develops sales strategies using client information and available tools. The specialist works with partners including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage to connect clients with appropriate resources and to follow up on referrals. The role provides tailored solutions across deposits, lending, cash management, payments, and investing; resolves client issues; and advocates for clients across PNC departments. It also supports branch operations, identifies consumer and business opportunities with the branch team, promotes loyalty and share of wallet, and manages risk by following policies and procedures. Candidates typically have a university or college degree and less than one year of professional experience, 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. A bachelor’s degree is listed under Education. No certification is required. The position requires the ability to serve as a Notary Public in the applicable state and is subject to applicable background checks.

Requirements

Bachelor’s degree listed under Education; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Work at this level typically requires 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.
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.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

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 opportunities with sales revenue under $2 million.
Generate leads proactively and conduct appointments inside and outside the branch.
Manage and grow Business Banking relationships under $2 million in sales revenue.
Use client information and knowledge of bank products and services to develop sales strategies and grow share of wallet.
Generate quality referrals and collaborate with ecosystem partners, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage.
Identify the appropriate resources for client needs, make introductions, and hold partners accountable for updates and referral follow-up.
Deliver a differentiated client experience from acquisition through onboarding and servicing, with solutions tailored to clients’ needs.
Resolve client problems courteously and urgently, escalating when necessary, and advocate for clients across PNC departments.
Work with the branch team, Branch Manager, and Business Banker to identify and follow up on consumer and business banking opportunities.
Engage clients in the lobby, explain options for financial transactions, and leverage technology, tools, and resources to meet their 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, using sound judgment, and identifying and avoiding potential 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
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
Incentive-eligible compensation based on company, business, and/or individual performance