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Jobs · Finance · Texas

Bilingual Spanish - Relationship Banker Business Specialist

PNC · San Antonio, TX · 4 days ago
On-siteFinanceFull-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

This position is based in San Antonio, TX and requires bilingual Spanish proficiency. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

About the role

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.

Responsibilities

  • Proactive lead management and referral generation—leverages experience and acquired knowledge of bank products and services to grow share of wallet and attract new consumer and business households.
  • Manages and grows Business Banking relationships under $2MM in sales revenue; translates client information into actionable sales strategies.
  • Generates quality referrals to ecosystem partners, including PNCWM, PNC Private Bank, Business Banking, and Mortgage.
  • Develops ecosystem leadership inside and outside the branch as a Center of Influence (COI); identifies and introduces clients to the best resources to meet their needs.
  • Holds partners accountable for routine updates and referral follow-up.
  • Differentiates the client experience through advanced conversation skills and tailored solutions aligned with clients’ holistic needs (deposits, lending, cash management, payments, investing).
  • Solves client problems courteously and with urgency, escalating where necessary; acts as an advocate across PNC departments.
  • Works with the branch team to identify consumer and business banking opportunities and create referrals.
  • Collaborates with the Branch Manager and Business Banker to expand share of wallet with consumer and business clients.
  • Performs lobby engagement activities to connect with clients and position PNC products.
  • Educates clients on managing financial transactions using technology, tools, and resources.
  • Applies product and procedural knowledge to identify, mitigate, and solve customer problems effectively to drive loyalty.
  • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
  • Participates in branch daily operations, ensuring efficiency and accuracy.

Qualifications

  • Preferred skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales.
  • Preferred competencies: Banking Products, Business Acumen, Customer Experience Management, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Prospecting, Selling, Understanding Customer Needs.
  • Typically requires a university/college degree with less than 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
  • Bachelor’s degree preferred.
  • No required certifications or licenses, but the position requires the ability to serve as a Notary Public in the applicable state.
  • Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • Bilingual Spanish is required.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on eligibility, options for full-time employees include:

  • Medical, prescription drug, dental, and vision coverage (with a Health Savings Account feature).
  • 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 fully paid programs.
  • A robust wellness program with financial incentives.
  • Paid time off, including:
    • Maternity and/or parental leave.
    • Up to 11 paid holidays each year.
    • 9 occasional absence days each year (unless otherwise required by law).
    • 15 to 25 vacation days each year, depending on career level and years of service.

To learn more about these and other programs, including benefits for full-time and part-time employees, visit pncthrive.com.

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