Relationship Banker Business Specialist - Ballantyne

Position Overview

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. We work together daily to foster an inclusive workplace culture where all 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 Charlotte, NC at the Ballantyne Branch.

PNC is an in‑office company that fosters a collaborative and supportive culture where employees can thrive. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Acquire and expand share of wallet for consumer and business banking opportunities with sales revenue under $2M.
• Achieve business results through leadership and productive collaboration with ecosystem partners.
• Generate proactive leads and schedule appointments inside and outside of branch.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.
• Manage proactive lead generation and referral generation by leveraging knowledge of bank products and services.
• Grow Business Banking relationships under $2M in sales revenue.
• Translate client information from multiple sources into actionable sales strategies and tactics.
• Generate quality referrals to ecosystem partners.
• Leverage tools and protocols to maximize business results.
• Develop ecosystem leadership inside and outside the branch as a COI.
• Identify and introduce the most suitable team or resource to meet client needs.
• Hold partners accountable for routine updates and referral follow‑up.
• Differentiate client experience through advanced conversation skills and hospitality management.
• Provide tailored solutions aligned with clients’ holistic needs including deposits, lending, cash management, payments, and investing.
• Address client problems courteously and with urgency, escalating when necessary.
• Advocate for clients and prospects across product, support, operations or other departments within PNC.
• Collaborate with branch team to identify consumer and business banking opportunities and create referrals.
• Work closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with client.
• Create client loyalty and grow client share of wallet through a differentiated client experience.
• Conduct lobby engagement activities to connect with clients and position PNC products.
• Educate clients on financial transaction options using technology and resources.
• Apply product and procedural knowledge to identify, mitigate and solve customer problems to drive loyalty.
• Manage risk by adhering to policies and procedures and exercising sound judgment within limits.
• Identify and avoid potential losses with heightened scrutiny.
• Participate in branch daily operations, ensuring efficient and accurate completion.

• Accountability
• Banking product knowledge
• Client loyalty and customer experience (CX)
• Customer service skills
• Identifying opportunities
• Leveraging technology
• Proactive sales competencies
• Business acumen
• Customer experience management
• Digital awareness
• Effective communication
• Managing multiple priorities
• Matrix management
• Prospecting and selling
• Understanding customer needs
• Work experience: