Jobs · Finance · Florida

Relationship Banker Business Specialist

PNC · Coral Springs, FL · 1 wk ago
On-siteFinanceFull-time

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

This position is based at PNC's Coral Springs on University Branch, 2561 University Drive, Coral Springs, FL 33065. 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 role.

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 the 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 the best resources to meet client needs and holds partners accountable for 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, creating referrals and expanding share of wallet.
  • Performs lobby engagement activities to connect with clients and position PNC products; educates clients on managing financial transactions using technology and tools.
  • Manages risk through adherence to policies and procedures, demonstrating sound judgment within established limits.
  • Participates in branch daily operations, ensuring efficiency and accuracy.

Requirements

  • Customer Focus: Knowledgeable of values and practices aligning customer needs with business decisions; creates customized solutions.
  • Managing Risk: Assesses and effectively manages risks to adhere to PNC’s Enterprise Risk Management Framework.

Qualifications

  • Preferred Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales.
  • Competencies: Banking Products, Business Acumen, Customer Experience Management, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Prospecting, Selling, Understanding Customer Needs.
  • Work Experience: Typically requires a university/college degree with less than 1 year of professional experience or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.
  • Education: Bachelor’s degree.
  • Certifications/Licenses: No required certifications. Ability to serve as a Notary Public in the applicable state is required. Additional background checks are required per Consumer Financial Protection Bureau regulations.

Benefits

  • Medical, prescription drug, dental, and vision coverage (with 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.
  • Robust wellness program with financial incentives.
  • Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days annually (based on career level and years of service).

Benefits eligibility varies for full-time and part-time employees. For details, visit pncthrive.com.

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