Relationship Banker Business Specialist

About the role

As a(n) Relationship Banker Business Specialist within PNC's Retail Branch organization, you will be based in Cleveland OH (44103).

Responsibilities

• 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.
• Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households.
• 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.
• Differentiates the client experience through advanced conversation skills.
• 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.
• 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.
• Demonstrates a heightened scrutiny to identify and avoid loss.
• Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
• 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.
• Work Experience: Roles at this level typically require a university / college degree with < 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.
• Education: Bachelors.
• Certifications: No Required Certification(s).
• Licenses: Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. This position requires the ability to serve as a Notary Public in the applicable state.

Pay

Pay Transparency
Base Salary: $52,500.00 – $87,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
This role is incentive eligible with the payment based upon company, business and/or individual performance.