Bilingual Spanish-Relationship Banker Business Specialist
PNC · San Antonio, TX · 4 days ago
On-siteFinanceFull-time
Position Overview
As a Relationship Banker Business Specialist within PNC's De Zavala Branch, you will be based in San Antonio, TX. Bilingual Spanish is required. This position will not provide sponsorship for employment visas or participate in STEM OPT.
Responsibilities
- Acquire and expand share of wallet for Consumer and Business Banking opportunities under $2MM in sales revenue
- Achieve business results through leadership and productive collaboration with a wide range of ecosystem partners
- Responsible for proactive lead generation and appointments conducted inside and outside of branch
- Deliver a differentiated client experience from acquisition through onboarding and servicing
- Leverage experience and acquired knowledge of bank products and services to grow share of wallet and attract new consumer and business households
- Manage and grow Business Banking relationships under $2MM in sales revenue
- Use client information from various sources to translate into actionable sales strategy and tactics
- Generate quality referrals to ecosystem partners
- Leverage tools and protocols to maximize business results
- Develop ecosystem leadership inside and outside of the branch as a COI
- Work across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage
- Identify the resource or team best equipped to meet client needs and introduce the client accordingly
- Hold partners accountable for routine updates and referral follow up
- Differentiate the client experience through advanced conversation skills
- Deliver client well-being through tailored solutions aligned with clients' wholistic needs, including deposits, lending, cash management, payments, and investing
- Solve clients' problems courteously and with urgency, escalating where necessary
- Act as an advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client
- Work with branch team to help them identify consumer and business banking opportunities to create referrals
- Work closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with consumer and business clients
- Create client loyalty and grow client share of wallet through a differentiated client experience
- Perform lobby engagement activities to connect with clients and position PNC products to meet their needs
- Educate clients on options for managing financial transactions by leveraging technology, tools and resources
- Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
- Demonstrate heightened scrutiny to identify and avoid loss
- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner
Qualifications
- 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
- 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
Preferred Skills
- Accountability
- Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
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 and years of service