Relationship Banker Business Specialist
PNC Bank
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 Relationship Banking Business Specialist within PNC's retail banking organization, you will be based in Lynnfield, MA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. 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 Exp #J-18808-Ljbffr PNC
$57.75k - $96.25k
...opportunity to contribute to the company's success. As a Relationship Banking Business Specialist within PNC's retail banking organization, you will be... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...'s risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes... ...bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small...SuggestedHourly payFlexible hoursWeekend workDay shift
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$22.15 - $26.58 per hour
...USALLIANCE in the community and form lasting relationships with our members and partners. About... ...our members and community. Relationship Banker II is responsible for the delivery of... ...Union members' and employee account and business information. Identify and communicate...Hourly payH1bWork at officeLocal area$20.43 - $34.05 per hour
...branch customer experience through lobby management, servicing and sales interactions for retail and business customers. Primary ResponsibilitiesPlay key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-...Hourly pay- Cambridge Savings Bank in Bedford, MA is seeking a Personal Banker to build lasting relationships with customers and help them manage their accounts and finances. You will perform routine transactions, advise on products, and contribute to a welcoming, service-oriented...
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- ...in the lobby, educate on self-service options, and process cash transactions efficiently. This role emphasizes building client relationships, following procedures, and delivering a high-quality client experience across banking channels. The position requires strong communication...
- Santander US is seeking a Relationship Banker to serve as a trusted advisor, building long-lasting client relationships and offering tailored banking, lending, and investment solutions. You will cross-sell services, resolve issues, and educate customers on digital tools...
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- Rockland Trust in Salem, Massachusetts is seeking a Banker who will play a pivotal role in delivering outstanding customer service... ...products, processing account transactions, and building long-term relationships with clients. The position offers opportunities for career...
- ...strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their...Shift work
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- Santander Consumer USA Inc. in Massachusetts is seeking a Relationship Banker to act as a trusted advisor to customers, understanding their financial needs and goals and offering tailored banking, lending, and investment solutions. You will deliver exceptional customer...
- ...level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...Work at officeFlexible hoursShift workWeekend workDay shift
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- ...community engagement and programming opportunitiesManaging relationships with external partners and vendorsWorking within the... ...diverse, equitable, and inclusive.Job DescriptionThe Business Applications Specialist, reporting to the Associate Director of Systems and Business...
$75k - $95k
First Citizens Bank is seeking a Business Services Representative to provide cash management solutions and... ...of business deposits to commercial banking relationships. You will partner with Business and Commercial Bankers and source new opportunities through proactive outreach...$195.7k - $313.2k
...communities around us, can thrive.Defense and Aerospace Strategic Business Development ManagerEmerging Defense Primes & Commercial... ...space systems.Success in this role is measured by the quality of relationships established, opportunities identified, and strategic market...Permanent employmentLocal areaRemote workWorldwideRelocationFlexible hours$119.39k - $125k
...Business Development Associate (TUV SUD America, Inc.; Wakefield, MA): Entry... ...through client outreach, networking, and relationship-building; Support revenue growth by pursuing... ...resume to Mathew Fish, People Operations Specialist, Recruiting TUV SUD America, Inc., 401...Work at officeRemote work- ...customer service and responsiveness to our customers. Personal Banker Skills: Active participation in individual, team, and... ...types of accounts and assists customers with their existing relationships. Performs account maintenance and processes requests....Immediate start
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$61k - $119k
...advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through... ...'s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office$1,000 per month
...program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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