Relationship Banker Business Specialist
$63k - $105kPNC Financial Services Group, Inc.
- # Business Banking SpecialistApplylocations: CA - Walnut Creektime type: Full timeposted on: Posted Todayjob requisition id: R220606# **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. We work together each day to foster an inclusive workplace culture where all of our 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 Walnut Creek, CA.PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** 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. Delivers a differentiated client experience from acquisition through onboarding and servicing.* Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately 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. Takes action, using client information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem partners. Leverages tools and protocols to maximize business results.* Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up.* Client experience and Hospitality management--differentiates the client experience through advanced conversation skills. Delivers client well-being through tailored solutions aligned with clients’ wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients’ problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client.* Works with branch team to help them identify consumer and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with consumer and business clients.* Creates client loyalty and grow client share of wallet through a differentiated client experience. Performs lobby engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:* **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.# **Qualifications**Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.## **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 < 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**Bachelors## **Certifications**No Required Certification(s)## **Licenses**Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.# **Pay Transparency**Base Salary: $63,000.00 – $105,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.# **Application Window**Generally, this opening is expected to be posted for two business days from 04/27/2026, although it may be longer with business discretion.# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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 the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.# # **Disability Accommodations Statement**If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.# **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 Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.# **California Residents**Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
- J-18808-Ljbffr PNC Financial Services Group, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker Business Specialist in Walnut Creek, CA vacancy
- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Pleasant Hill, California. Join a leading national bank... ...skills. The role includes building customer relationships, assisting with account openings, and educating clients...Suggested
- Dexian is looking for a Senior Universal Banker/Business Banker based in Walnut Creek, California. This permanent position involves providing expert financial guidance and fostering relationships within the community. The ideal candidate will have a minimum of 3 years...SuggestedPermanent employment
- ...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2 MM in sales revenue. Achieves business... ...wide range of ecosystem partners. Responsible for pr Banking Specialist, Business, Banking, Customer Experience, Specialist, Operations...Suggested
$54.08k - $106.6k
PNC seeks a Business Banking Specialist in Walnut Creek, California, responsible for acquiring and expanding banking relationships with consumers and businesses. The role involves proactive lead management, delivering exceptional customer experiences, and managing risk...SuggestedWork at office- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...of America’s households and small businesses achieve their financial goals through a...SuggestedFull timeImmediate startAfternoon shift
$25 - $26.77 per hour
...for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America,... ...risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$45.9k - $75.9k
...Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the... ...looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on...Contract workPart timeLocal areaImmediate startDay shift$45.9k - $75.9k
...deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves...Contract workPart timeLocal areaImmediate startDay shift- Quality Talent Group is hiring bankers in San Ramon, California, for their Consumer, Small, and Business Banking division. Join a top financial services employer recognized... ..., with duties including building customer relationships and assisting with account processes. #J-188...
- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a...
- Hispanic Alliance for Career Enhancement seeks a proactive individual to engage with existing customers in Orinda, California. The role includes assessing customer needs, offering tailored financial solutions, and driving loyalty while ensuring compliance with regulatory...
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division, located in Orinda, California. The company emphasizes customer service and relationship building, making strong communication skills essential. The role includes assisting...
- ...drive client growth from day one. We seek candidates who excel in customer service, creativity, and business development, and are adept at building community relationships. Health insurance, tuition reimbursement, and retirement savings plans are included in the...
- ...leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning....
$45.9k - $75.9k
Date limite pour présenter sa candidature :05/11/2026Adresse :21 Moraga WayGroupe de famille d'emploi :Ventes et service, Services bancaires aux particuliersBilingual in English, Hindi, and Mandarin Language is preferred.Offrir un service exceptionnel aux clients actuels...Temporary workDay shift- Citi in Walnut Creek is seeking a Personal Banker SAFE Act for an entry-level role focused... ...activities. You will help foster relationships with customers, build loyalty, and increase... ...sales. Responsibilities include managing business credit requests, coaching staff, and ensuring...
$20 - $28 per hour
...prospects in client financial review(s) and business financial reviews to provide solutions... .... Proficient in expanding the client relationship with emphasis on creating new relationships... ...your skills with our tailored premier banker programs. Career Growth: Clear paths to...Immediate start- Citigroup Inc. is hiring for an entry-level Personal Banker SAFE Act position in Walnut Creek, California. The role focuses on assisting in sales and product activities while fostering client relationships to enhance loyalty. Ideal candidates will have up to 2 years of...
- Bank of America is seeking a motivated individual for a client engagement role in Martinez, California. This position involves assisting clients with transactions, processing cash efficiently, and providing exceptional service tailored to meet their financial goals. The...Relocation
$100k - $275k
...seeking a seasoned professional to lead client management and business development within its Private Bank division. The role... ...possess over 12 years of experience in private banking, strong relationships skills, and a focus on creating a branded client experience....- A global financial institution is seeking a Personal Banker in Walnut Creek, California. This full-time entry-level role revolves around assisting sales and fostering client relationships to build loyalty. You'll help manage smaller credit requests while also cross-selling...Full time
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Ramon, California. In this role, you'll represent our brand, providing exceptional service using cutting-edge technology. You will manage and retain client relationships, educate clients about banking solutions...
- Quality Talent Group is hiring bankers to join a leading financial services client’s Consumer, Small, and Business Banking division. Full-time and part-time positions available... ...Responsibilities include building customer relationships and ensuring compliance with banking...Full timePart time
$25 - $27.88 per hour
...clients in the lobby, assist with transactions, and educate them on banking solutions. This role involves building strong customer relationships, processing transactions, and adhering to established banking guidelines. The ideal candidate has a High School Diploma and can...Hourly payFlexible hours- BMO U.S. is seeking a customer-focused individual to join our team in Orinda, California. The role involves engaging with customers to assess their financial needs, recommending tailored banking solutions, and providing exceptional service. Ideal candidates will have 2-...Full time
- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Martinez, California. This role requires strong customer service skills and the ability to build relationships. The position offers a full-time or part-time schedule, comprehensive...Full timePart time
- ...U.S. Private Bank - Private Banker - Vice President or Executive... ...from other markets, businesses and functions to provide you... ...platform that has the resources, specialists and intellectual capital to... ...Responsibilities Manage and maintain relationships with clients by earning...Temporary workWork experience placementLocal area
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking... ...geography, building relationships with customers by supporting... ...referrals to meet customer and business goals Support everyday banking... ...licensed bankers or other specialists, ensuring customers are connected...Work experience placementFlexible hours- ...requires a strong focus on results and the ability to cultivate relationships while ensuring compliance with industry regulations. Suitable... ...to delivering personalized experiences and driving business results. Health insurance and retirement plans are offered....
$250k
The Personal Banker SAFE Act is an entry‑level position responsible for assisting in the... ...objective of this role is to foster relationships with customers to build loyalty and help... ...consumer clients. Responsibilities Work with business credit requests less than $250K,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker Business Specialist. Be the first to apply!
Related searches
- personal banker Walnut Creek, CA
- private banker Walnut Creek, CA
- business litigation attorney Walnut Creek, CA
- business services Walnut Creek, CA
- business objects Walnut Creek, CA
- business to business sales representative Walnut Creek, CA
- business broker Walnut Creek, CA
- business banker Walnut Creek, CA
- business finance Walnut Creek, CA
- business computing Walnut Creek, CA

