Relationship Banker & Business Specialist: Grow Wallet Share

PNC; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Disability protection

Paid holidays & vacation

Job summary

PNC is seeking a Relationship Banker Business Specialist based in Indianapolis, IN, with a focus on expanding consumer and small business banking relationships. You will lead collaboration with ecosystem partners, generate leads, and guide clients from acquisition to onboarding.

Role emphasizes proactive sales, tailored financial solutions, and adherence to risk controls to protect client interests and bank assets.

Qualifications

• University/college degree with <1 year of professional experience or completion of a development program.
• In lieu of a degree, a comparable combination of education, certs and experience may be considered.
• Notary Public in applicable state may be required.

Responsibilities

• Acquire and expand share of wallet for Consumer and Business Banking up to 2MM in revenue.
• Lead with ecosystem partners to drive referrals and opportunities.
• Generate proactive leads and schedule appointments inside and outside of the branch.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.
• Manage risk by adhering to policies and escalating where needed.

Skills

Accountability

Banking

Client Loyalty

Customer Experience

Customer Service

Identifying Opportunities

Leveraging Technology

Proactive Sales

Business Acumen

Digital Awareness

Effective Communications

Prioritization

Matrix Management

Prospecting

Selling

Understanding Customer Needs

Education

Bachelors

Job description

PNC is seeking a Relationship Banker Business Specialist based in Indianapolis, IN, with a focus on expanding consumer and small business banking relationships. You will lead collaboration with ecosystem partners, generate leads, and guide clients from acquisition to onboarding.

Role emphasizes proactive sales, tailored financial solutions, and adherence to risk controls to protect client interests and bank assets.