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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-timeBeavercreek, OH, USA

About the Job

Requirements

  • A bachelor's degree is listed; alternatively, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • Demonstrate the knowledge, skills, and abilities appropriate for the role, including banking products, business acumen, customer experience management, digital awareness, effective communications, managing multiple priorities, matrix management, prospecting, selling, and understanding customer needs.
  • Be able to serve as a Notary Public in the applicable state.
  • Successfully complete additional background checks required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Acquire and expand share of wallet for consumer and business banking opportunities under $2 million in sales revenue through leadership 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 banking-product knowledge to grow share of wallet, attract new households, develop actionable sales strategies, and use tools and protocols to maximize business results.
  • Manage and grow Business Banking relationships under $2 million in sales revenue.
  • Develop ecosystem leadership inside and outside the branch; work with partners including PNC Wealth Management, PNC Private Bank, Business Banking, and Mortgage, identify suitable resources for clients, and ensure routine partner updates and referral follow-up.
  • Deliver tailored client solutions covering deposits, lending, cash management, payments, and investing; resolve problems courteously and promptly, escalate when necessary, and advocate for clients across product, support, and operations teams.
  • Work with the branch team, Branch Manager, and Business Banker to identify consumer and business banking opportunities and follow up on opportunities to expand client relationships.
  • Build client loyalty through lobby engagement, positioning PNC products, educating clients on financial-transaction options using technology and other resources, and applying product and procedural knowledge to resolve customer problems.
  • Manage risk by following policies and procedures, exercising sound judgment, identifying and avoiding loss, and participating in efficient and accurate daily branch operations.
  • Apply customer-focused practices and use customer needs and satisfaction to create customized solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Preferred skills include accountability, banking, client loyalty, customer experience, customer service, identifying opportunities, leveraging technology, and proactive sales.

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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