Relationship Banker Business Specialist
On-siteOakmont, Pennsylvania, United States
Job Summary
Acquire and expand share of wallet for consumer and business banking opportunities under $2M in sales revenue through proactive lead generation, appointments, and referral management. Deliver differentiated client experiences from acquisition through onboarding by solving problems, managing risk, and collaborating with ecosystem partners including Private Bank and Mortgage. Manage business banking relationships, conduct lobby engagement activities, and work with branch teams to identify opportunities while adhering to policies and procedures. Requires a university degree or equivalent experience, Notary Public license, and ability to serve in Oakmont, PA.
Required Qualifications
- Notary Public license
- University / college degree
- Formal development program completion
- Job specific certification(s)
- Military service experience
- Background check clearance
- Knowledge of banking products and services
- Proactive lead generation and appointment setting
- Client experience and hospitality management
- Advanced conversation skills
- Tailored solutions for holistic client needs
- Problem solving with urgency
- Advocacy for clients and prospects
- Risk management adherence to policies and procedures
- Sound judgment within established limits
- Efficient and accurate branch daily operations management
- Customer focus aligned with values and practices
- Risk assessment and management of business objectives
Desired Qualifications
- Accountability
- Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
- Business Acumen
- Customer Experience Management
- Digital Awareness
- Effective Communications
- Managing Multiple Priorities
- Matrix Management
- Prospecting
- Selling
- Understanding Customer Needs
- Experience with ecosystem partners
- Experience with PNCWM
- Experience with PNC Private Bank
- Experience with Business Banking
- Experience with Mortgage
- Experience with consumer and business households
- Experience with deposits, lending, cash management, payments, and investing
- Experience with branch team collaboration
- Experience with Branch Manager and Business Banker
- Experience with client loyalty creation
- Experience with lobby engagement activities
- Experience with financial transaction management technology
- Experience with product and procedural knowledge application
- Experience with trend and unique need identification
- Experience with resource or team identification
- Experience with partner accountability
- Experience with referral follow up
- Experience with share of wallet growth
- Experience with ecosystem leadership development
- Experience with cross-functional collaboration
- Experience with client information translation to sales strategy
- Experience with quality referral generation
- Experience with tool and protocol maximization
- Experience with client problem escalation
- Experience with product positioning
- Experience with loss avoidance
- Experience with customer problem mitigation
- Experience with customer loyalty driving
- Experience with risk identification
- Experience with risk mitigation
- Experience with customer needs satisfaction
- Experience with customized customer solutions
- Experience with enterprise risk management framework
- Experience with risk associated with business objectives
- Experience with risk associated with business activities
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