Relationship Banker Business Specialist - Inverness

Position Overview

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. As a Relationship Banker Business Specialist within PNC's Retail Banking organization, you will be based in Birmingham, AL.

PNC is an in‑office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.

• 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.
• Proactively manage leads and generate referrals, leveraging knowledge of bank products and services to grow share of wallet and attract new consumer and business households.
• Responsible for managing and growing Business Banking relationships under 2MM in sales revenue.
• Translate client information from various sources 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 ecosystem partners: PNCWM, PNC Private Bank, Business Banking and Mortgage.
• Identify resources or team best suited to meet client needs and introduce the client accordingly.
• Hold partners accountable for routine updates and referral follow‑up.
• Differentiated client experience through advanced conversation skills.
• Deliver client well‑being through tailored solutions aligned with client 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 using 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 efficiently and accurately.

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role.
• 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:
  
  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…