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Relationship Banker Business Specialist

PNC•Indianapolis, IN
•Onsite

About The Position

The Relationship Banker Business Specialist is part of PNC’s retail banking organization and is based at the Southern Plaza branch in Indianapolis, Indiana. The position acquires and expands consumer and business banking relationships with sales revenue under $2 million, using proactive lead generation, appointments, referrals, and collaboration with ecosystem partners. The role manages Business Banking relationships in this segment and delivers a differentiated client experience throughout acquisition, onboarding, and servicing. The specialist develops relationships with partners inside and outside the branch, including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage. They identify appropriate resources for client needs, make introductions, and follow up on referrals. They work with the Branch Manager, Business Banker, and branch team to identify opportunities and grow client relationships. The role emphasizes tailored solutions for clients’ overall financial needs, which may include deposits, lending, cash management, payments, and investing. It also includes lobby engagement, educating clients on transaction-management options and technology, resolving client problems, advocating for clients across PNC departments, managing risk, and participating in accurate and efficient branch operations. This is an in-office position. PNC will not provide employment visa sponsorship or participate in STEM OPT for this role.

Requirements

  • Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • Roles at this level typically require 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.
  • Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
  • Demonstrated knowledge, skills, and abilities appropriate to the role, including customer focus and effective risk management.

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.
  • Manage and grow Business Banking relationships in the under-$2-million sales-revenue segment.
  • Generate leads proactively, conduct appointments inside and outside the branch, and create quality referrals to ecosystem partners.
  • Use client information and knowledge of bank products and services to develop actionable sales strategies and grow clients’ share of wallet.
  • Collaborate with ecosystem partners, identify the appropriate resources for clients, make introductions, and follow up on referrals.
  • Work with the Branch Manager, Business Banker, and branch team to identify consumer and business banking opportunities and follow up on independent opportunities.
  • Deliver a differentiated client experience throughout acquisition, onboarding, and servicing, using advanced conversation skills and tailored solutions.
  • Address client needs involving deposits, lending, cash management, payments, and investing; resolve problems courteously and urgently, escalating when necessary.
  • Advocate for clients and prospects across product, support, operations, and other PNC departments, identifying trends and unique client needs.
  • Engage clients in the branch lobby and educate them 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 client loyalty.
  • Manage risk by adhering to policies and procedures, using 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, 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.
  • Back-up child and elder care.
  • Adoption, surrogacy, and doula reimbursement.
  • Educational assistance, including select programs that are fully paid.
  • Wellness program with financial incentives.
  • Maternity and/or parental leave, subject to eligibility.
  • Up to 11 paid holidays each year, subject to eligibility.
  • Nine 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.

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