About This Role
This Relationship Banker Business Specialist role at PNC is within the retail banking organization, based at the Roxboro Road Branch. It focuses on acquiring and expanding consumer and business banking opportunities for clients with under $2 million in sales revenue. The position involves proactive lead generation, collaboration with ecosystem partners, and delivering a differentiated client experience.
Responsibilities
- Acquire and expand share of wallet for Consumer and Business Banking opportunities under $2 million in sales revenue
- Achieve business results through leadership of and productive collaboration with a wide range of ecosystem partners
- Generate proactive leads and appointments conducted inside and outside of the branch
- Deliver a differentiated client experience from acquisition through onboarding and servicing
- Leverage experience and acquired knowledge of bank products and services to grow share of wallet and attract new consumer and business households
- Manage and grow Business Banking relationships under $2 million in sales revenue
- Take action, using client information from various sources, and translate to 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 a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage
- Identify the resource or team of resources best equipped to meet client needs and introduce the client accordingly
- Hold partners accountable for routine updates and referral follow up
- Differentiate the client experience through advanced conversation skills
- Deliver client well-being through tailored solutions aligned with clients’ holistic 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 the 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 by leveraging technology, tools and resources
