Relationship Banker Business Specialist

PNC•Freehold, NJ

2d•$63,000 - $105,000•Onsite

About The Position

The Relationship Banker Business Specialist works within PNC’s Central New Jersey organization and is based at the Freehold Branch. The role acquires and expands Consumer and Business Banking relationships with sales revenue under $2 million, generating leads and conducting appointments inside and outside the branch. It delivers a differentiated client experience from acquisition through onboarding and ongoing service, while working with ecosystem partners to meet client needs and achieve business results. The specialist manages and grows business banking relationships, develops sales strategies using client information, generates referrals, and coordinates with partners including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage. The role provides tailored solutions across deposits, lending, cash management, payments, and investing; supports clients with financial transactions and technology; and advocates for clients across PNC departments. It also collaborates with branch colleagues, the Branch Manager, and Business Banker to identify and follow up on consumer and business opportunities. The position participates in branch operations and manages risk by following policies and procedures, exercising sound judgment, identifying potential losses, and completing daily operational activities accurately and efficiently. It is an in-office role. 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. Employment visa sponsorship and STEM OPT participation are not provided.

Requirements

Bachelor’s degree; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Ability to serve as a Notary Public in the applicable state.
Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Roles at this level typically require less than one year of professional experience with a university or college degree, and/or successful completion of a formal development program.
Demonstrated knowledge, skills, and abilities appropriate to the role.

Nice To Haves

Accountability
Banking
Client loyalty
Customer experience (CX)
Customer service
Identifying opportunities
Leveraging technology
Proactive sales
Banking products
Business acumen
Customer experience management
Digital awareness
Effective communications
Managing multiple priorities
Matrix management
Prospecting
Selling
Understanding customer needs

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 and use client information to develop sales strategies and tactics.
Position bank products and services to grow share of wallet and attract new consumer and business households.
Generate quality referrals and coordinate with ecosystem partners, including PNCWM, PNC Private Bank, Business Banking, and Mortgage.
Identify the appropriate resources or teams for client needs, make introductions, and ensure partners provide updates and follow up on referrals.
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, Branch Manager, and Business Banker to identify and follow up on consumer and business banking opportunities.
Engage with clients in the lobby and position PNC products to meet their needs.
Educate clients about options for managing financial transactions using technology, tools, and resources.
Apply product and procedural knowledge to identify, mitigate, and resolve customer problems and build customer loyalty.
Follow policies and procedures, manage risk, exercise sound judgment, and help complete branch daily operations accurately and efficiently.

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 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
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