Relationship Banker Business Specialist role involves acquiring and expanding share of wallet for Consumer and Business Banking opportunities, leading ecosystem partners, and delivering a differentiated client experience.
Requirements
- 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.
- Proactive lead generation and appointments conducted inside and outside of branch.
- Delivers a differentiated client experience from acquisition through onboarding and servicing.
- 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.
- Develops 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.
- 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.
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
- 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
