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.
Requirements
- Proactive lead management and referral generation
- Manages and grows 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
- Client experience and Hospitality management
- Differentiates the client experience through advanced conversation skills
- Delivers client well-being through tailored solutions aligned with clients’ wholistic needs
- 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
- 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 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/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a 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
