Business Banking Specialist - Katy Fry Road

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 and fostering an inclusive workplace culture where all employees feel respected, valued and have an opportunity to contribute to the company’s success.

As a Business Banking Specialist within PNC's retail organization, you will be based in Katy, TX.

R220503

PNC is an in‑office company that fosters a collaborative and supportive culture.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• 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, delivering a differentiated client experience from acquisition through onboarding and servicing.
• Proactive lead management and referral generation—leverages experience and 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, translating client information into actionable sales strategy and tactics, generating quality referrals to ecosystem partners, and leveraging tools and protocols to maximize business results.
• Develop ecosystem leadership inside and outside of the branch as a COI, working across a broad range of ecosystem partners such as PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resources best equipped to meet client needs and introduces the client accordingly, holding partners accountable for routine updates and referral follow‑ups.
• Client experience and hospitality management—delivers advanced conversation skills, client well‑being through tailored solutions aligned with clients’ holistic needs (deposits, lending, cash management, payments, investing), solves problems courteously and with urgency, and acts as an advocate for clients and prospects across product, support, operations or other departments.
• Works with branch team to identify consumer and business banking opportunities to create referrals, following up on independent opportunities to expand share of wallet with consumer and business clients.
• Creates client loyalty and grows client share of wallet through differentiated client experience, performing lobby engagement activities, positioning PNC products to meet client needs, educating clients on managing financial transactions, and applying product knowledge to solve customer problems effectively.
• Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits, and participating in branch daily operations to ensure efficient and accurate completion.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
• Managing Risk – Effectively manages all risks associated with business objectives and activities to ensure compliance with PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role.

• Education:
  
  Bachelor’s degree or a comparable combination of education, certification, and experience (including military service) may be considered.
• Work Experience:
  
  < 1 year of professional experience or completion of a formal development program.
• 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.
• Certifications:
  
  None required.
• Licenses:
  Background checks required…