Relationship Banker Business Specialist

Position Overview

Relationship Banker Business Specialist – The Woodlands, TX. This role focuses on acquiring and expanding consumer and business banking opportunities under $2MM in sales revenue, delivering a differentiated client experience from acquisition through onboarding and servicing.

• Acquire and expand share of wallet for Consumer and Business Banking opportunities under $2MM in sales revenue.
• Lead proactive lead generation and appointments conducted inside and outside of the branch.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.
• Generate quality referrals to ecosystem partners and manage referral follow‑up.
• Leverage bank products and services to grow share of wallet and attract new consumer and business households.
• Manage and grow Business Banking relationships under $2MM in sales revenue, translating client information into actionable sales strategy.
• Identify and engage ecosystem partners (e.g., PNCWM, PNC Private Bank, Business Banking and Mortgage) to meet client needs.
• Perform lobby engagement activities and educate clients on financial transaction options using technology.
• Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively, driving loyalty.
• Manage risk by adhering to all policies and procedures, demonstrating sound judgment within established limits.
• Participate in branch daily operations, ensuring efficiency and accuracy.

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role.
• Preferred skills:
  Accountability, Banking, Client Loyalty, Customer Experience, Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, Banking Products, Business Acumen, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Prospecting, Selling, Understanding Customer Needs.
• Roles at this level typically require a university/college degree with