Relationship Banker

PNCPittsburgh, PA
Onsite

About The Position

At PNC, the Relationship Banker role is a key differentiator and competitive advantage, focusing on delivering the best customer experience. The company fosters an inclusive workplace culture where employees are respected, valued, and have opportunities to contribute to success. This specific position is based in Pittsburgh, PA, at the East Liberty branch, as PNC operates as an in-office company that promotes a collaborative and supportive environment. Candidates are encouraged to discuss workplace expectations, branch hours, and shift details with their recruiter and hiring manager. PNC does not offer sponsorship for employment visas or participation in STEM OPT for this role. The Relationship Banker is responsible for acquiring and expanding consumer and business banking opportunities with sales revenue under $2MM. This involves achieving business results through leadership and collaboration with various ecosystem partners, proactive lead generation, and conducting appointments both inside and outside the branch. The role emphasizes delivering a differentiated client experience from acquisition through onboarding and servicing, managing and growing Business Banking relationships, and translating client information into actionable sales strategies. Key aspects include generating quality referrals to partners like PNCWM, PNC Private Bank, Business Banking, and Mortgage, and acting as a client advocate. The banker also performs lobby engagement, educates clients on financial transaction technology, and applies product knowledge to solve customer problems, all while managing risk by adhering to policies and procedures and participating in daily branch operations.

Requirements

  • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions (Customer Focused).
  • Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework (Managing Risk).
  • University / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Bachelor's degree.
  • Candidates being considered for this position will be 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
  • Banking Products
  • Business Acumen
  • Customer Experience Management
  • Digital Awareness
  • Effective Communications
  • Managing Multiple Priorities
  • Matrix Management
  • Prospecting
  • Selling
  • Understanding Customer Needs

Responsibilities

  • Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue.
  • Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
  • Responsible for proactive lead generation and appointments conducted inside and outside of branch.
  • Delivers a differentiated client experience from acquisition through onboarding and servicing.
  • Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households.
  • Responsible for managing and growing Business Banking relationships under 2MM in sales revenue.
  • Takes action, using client information from various sources and translates to actionable sales strategy and tactics.
  • Generates quality referrals to ecosystem partners.
  • Leverages tools and protocols to maximize business results.
  • Develop ecosystem leadership inside and outside of the branch as a COI.
  • Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage.
  • Identifies the resource or team of resources best equipped to meet client needs and introduces the client accordingly.
  • Holds partners accountable for routine updates and referral follow up.
  • Differentiates the client experience through advanced conversation skills.
  • Delivers client well-being through tailored solutions aligned with clients’ wholistic needs, including deposits, lending, cash management, payments, and investing.
  • Solves clients’ problems courteously and with urgency, escalating where necessary.
  • Acts as an advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client.
  • Works with branch team to help them identify consumer and business banking opportunities to create referrals.
  • Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with consumer and business clients.
  • Creates client loyalty and grow client share of wallet through a differentiated client experience.
  • Performs lobby engagement activities to connect with clients and position PNC products to meet their needs.
  • Educates clients on options for managing financial transactions by leveraging technology, tools and resources.
  • Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
  • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
  • Demonstrates a heightened scrutiny to identify and avoid loss.
  • Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Benefits

  • Medical/prescription drug coverage (with a Health Savings Account feature)
  • Dental options
  • Vision options
  • Employee and spouse/child life insurance
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension plans
  • Stock purchase plans
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption reimbursement
  • Surrogacy reimbursement
  • Doula reimbursement
  • Educational assistance, including select programs fully paid
  • Robust 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
  • Between 15 to 25 vacation days each year, depending on career level and years of service.
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