Relationship Banker Business Specialist

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Relationship Banker Business Specialist in the retail banking organization, you will be based in Durham, NC at the Roxboro Road Branch and work in a supportive, collaborative environment.

• 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 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 from various sources into actionable sales strategy and tactics.
• Generates quality referrals to ecosystem partners.
• Leverages tools and protocols to maximize business results.
• Develops 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.
• Creates differentiated client experiences through advanced conversation skills.
• Ensures client well‑being through tailored solutions aligned with clients’ wholistic needs, including deposits, lending, cash management, payments, and investing.
• Solves client 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 grows 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 heightened scrutiny to identify and avoid loss.
• Participates in branch daily operations, ensuring that they are completed efficiently and accurately.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role, including the following competencies and experience.

• 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 combination of education, job specific certification(s), and experience (including military service) may be considered.
• Education:
  
  Bachelor’s Degree.
• Certifications:
  
  No required certification(s).
• Licenses:
  None specified.
• Background Checks:
  Candidates will be subject to…