Relationship Banker Business Specialist
About The Position
The Relationship Banker Business Specialist works within PNC’s Retail Banking organization at the Bexley Branch office in Bexley, Ohio. The role acquires and expands consumer and business banking relationships with sales revenue under $2 million, using proactive lead generation, appointments, and collaboration with ecosystem partners. It delivers a differentiated client experience throughout acquisition, onboarding, and servicing, and manages Business Banking relationships within the stated revenue range. The specialist uses client information to develop actionable sales strategies, generates referrals, and coordinates with partners such as PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage. The role works with the Branch Manager, Business Banker, and branch team to identify opportunities, grow client relationships, and address clients’ financial needs through tailored solutions involving deposits, lending, cash management, payments, and investing. The position also supports branch operations, educates clients on transaction-management options and technology, resolves client problems, and manages risk by following policies and procedures. This is an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. 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
- A bachelor’s degree, or a comparable combination of education, job-specific certifications, and experience (including military service) in lieu of a degree.
- 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.
Nice To Haves
- Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
- Competencies include banking products, business acumen, customer experience management, digital awareness, effective communications, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.
- Roles at this level typically require a university or college degree with less than one year of professional experience and/or successful completion of a formal development program.
Responsibilities
- Acquire and expand consumer and business banking relationships with sales revenue under $2 million.
- Proactively generate leads and conduct appointments inside and outside the branch.
- Manage and grow Business Banking relationships under $2 million in sales revenue.
- Use client information from various sources to create actionable sales strategies and tactics.
- Generate quality referrals to ecosystem partners and use tools and protocols to maximize business results.
- Build and lead relationships with ecosystem partners, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage; identify suitable resources for client needs and ensure referral follow-up.
- Deliver a differentiated client experience through advanced conversations and tailored solutions aligned with clients’ financial 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 opportunities to expand client relationships.
- Conduct lobby engagement activities, connect with clients, and position PNC products to meet their needs.
- Educate clients on managing financial transactions by leveraging 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 loss.
- Participate in branch daily operations and help 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
