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PNC Financial Services

Runs a national bank for people and businesses

Relationship Banker Business Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeEast Windsor, NJ, USA

About the Job

Requirements

  • A university or college degree is typically required, with less than one year of professional experience and/or successful completion of a formal development program; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • The role requires 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.

Responsibilities

  • Acquire and expand share of wallet for Consumer and Business Banking opportunities with sales revenue under $2 million, achieving results through leadership of and collaboration with ecosystem partners.
  • Generate leads proactively and conduct appointments inside and outside the branch; deliver a differentiated client experience from acquisition through onboarding and servicing.
  • Manage leads and generate referrals by using knowledge of bank products and services to grow share of wallet and attract new consumer and business households.
  • Manage and grow Business Banking relationships with sales revenue under $2 million; use client information from various sources to develop actionable sales strategies and tactics, generate quality referrals to ecosystem partners, and use tools and protocols to maximize business results.
  • Develop ecosystem relationships inside and outside the branch as a center of influence, working with PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage; identify appropriate resources for client needs, make introductions, and hold partners accountable for updates and referral follow-up.
  • Deliver tailored solutions aligned with clients’ holistic needs, including deposits, lending, cash management, payments, and investing; resolve client problems courteously and urgently, escalate when necessary, and advocate for clients across product, support, operations, and other 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 independent opportunities to expand share of wallet.
  • Build client loyalty and grow share of wallet through differentiated service, lobby engagement, and positioning PNC products to meet client 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.
  • Manage risk by following policies and procedures, exercising sound judgment within established limits, and applying heightened scrutiny to identify and avoid loss.
  • Participate in branch daily operations and ensure they are completed efficiently and accurately.

Desired Qualifications

  • Accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.
  • Banking products, business acumen, customer experience management, digital awareness, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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