Relationship Banker Business Specialist

PNC • West Palm Beach, FL

12d • Onsite

About The Position

The Relationship Banker Business Specialist works within PNC’s Retail Bank organization at the Century Corners branch in West Palm Beach, Florida. The role acquires and expands Consumer and Business Banking relationships for businesses with sales revenue under $2 million, generating leads and conducting appointments both inside and outside the branch. It delivers a differentiated client experience from acquisition through onboarding and servicing, and collaborates with branch staff and a broad network of ecosystem partners to meet clients’ needs. Spanish speaking ability is preferred.

The specialist provides tailored solutions across deposits, lending, cash management, payments, and investing; helps clients use technology and tools for financial transactions; and addresses client concerns with courtesy and urgency. The position also supports branch operations, manages risk through adherence to policies and procedures, and applies sound judgment within established limits. PNC describes this as an in-office role. Candidates must be able to serve as a Notary Public in the applicable state and are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Requirements

• A bachelor’s degree; alternatively, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
• The ability to serve as a Notary Public in the applicable state.
• Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
• Appropriate knowledge, skills, and abilities for the role, including customer focus and effective risk management.

Nice To Haves

• Spanish speaking ability; Spanish language assessment 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 communications, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.
• A university or college degree with less than one year of professional experience and/or successful completion of a formal development program is typical for roles at this level.

Responsibilities

• Acquire and expand Consumer and Business Banking relationships for businesses with sales revenue under $2 million.
• Manage and grow Business Banking relationships, generating proactive leads and conducting appointments inside and outside the branch.
• Use client information and knowledge of bank products and services to develop sales strategies, grow share of wallet, and attract new consumer and business households.
• Generate quality referrals to ecosystem partners and use tools and protocols to maximize business results.
• Build and coordinate relationships with ecosystem partners, including PNCWM, PNC Private Bank, Business Banking, and Mortgage; identify appropriate resources for clients and follow up on referrals.
• Deliver a differentiated client experience through advanced conversations and tailored solutions across deposits, lending, cash management, payments, and investing.
• 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; coordinate with the Branch Manager and Business Banker on follow-up.
• Conduct lobby engagement activities, educate clients about financial transaction options and technology, and apply product and procedural knowledge to address customer problems and build loyalty.
• Manage risk by following policies and procedures, exercising sound judgment, identifying potential loss, and participating in accurate and efficient daily branch operations.

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 and back-up child or 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.
• Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.

What This Job Offers

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