Business Banking Specialist
PNC, Rock Hill, SC, United States
Position Overview
Business Banking Specialist within PNC's Retail Banking organization, based in Rock Hill, South Carolina.
Job Description
Acquire and expand share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieve 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 the branch. Deliver a differentiated client experience from acquisition through onboarding and servicing.
Proactively manage leads and generate referrals—leverage experience and acquired knowledge of bank products and services and position appropriately to grow share of wallet and attract new consumer and business households. Manage and grow Business Banking relationships under 2MM in sales revenue. Translate client information from various sources into actionable sales strategy and tactics. Generate quality referrals to ecosystem partners and 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.
Improve the client experience and hospitality—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. Advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client.
Collaborate 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. Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrate heightened scrutiny to identify and avoid loss. Participate in branch daily operations, ensuring they are completed efficiently and accurately.
Qualifications
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 less than 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: None required.
Benefits
PNC offers a comprehensive range of benefits: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; between 15 to 25 vacation days each year, depending on career level; and years of service.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Include accommodation request in the subject line and provide your name, the job ID, and preferred method of contact. Call 877‑968‑7762 and say Workday for accommodation assistance. All information provided will be kept confidential and used only to provide necessary reasonable accommodations.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA and the SAFE Act and/or FINRA, which prohibit hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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Business Banking Specialist within PNC's Retail Banking organization, based in Rock Hill, South Carolina.
Job Description
Acquire and expand share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieve 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 the branch. Deliver a differentiated client experience from acquisition through onboarding and servicing.
Proactively manage leads and generate referrals—leverage experience and acquired knowledge of bank products and services and position appropriately to grow share of wallet and attract new consumer and business households. Manage and grow Business Banking relationships under 2MM in sales revenue. Translate client information from various sources into actionable sales strategy and tactics. Generate quality referrals to ecosystem partners and 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.
Improve the client experience and hospitality—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. Advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client.
Collaborate 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. Apply product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrate heightened scrutiny to identify and avoid loss. Participate in branch daily operations, ensuring they are completed efficiently and accurately.
Qualifications
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 less than 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: None required.
Benefits
PNC offers a comprehensive range of benefits: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; between 15 to 25 vacation days each year, depending on career level; and years of service.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Include accommodation request in the subject line and provide your name, the job ID, and preferred method of contact. Call 877‑968‑7762 and say Workday for accommodation assistance. All information provided will be kept confidential and used only to provide necessary reasonable accommodations.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA and the SAFE Act and/or FINRA, which prohibit hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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