Relationship Banker - Holmdel, NJ
Company: PNC Financial Services Group
Posted on: May 4, 2021
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. As a Relationship Banker
within PNC's Retail Banking organization, you will be based in
- Acquires and expands share of wallet for mass affluent
client segment and Business Banking opportunities under 1MM 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
- 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 mass affluent households. Responsible for
managing and growing Business Banking relationships under 1MM in
sales revenue. Takes action, using customer 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
- Develop ecosystem leadership inside and outside of the
branch as a COI. Works across a broad range of ecosystem partners,
including PNCI, Wealth Management, Business Banking and Mortgage.
Identifies the resource or team of resources best equipped to meet
customer needs and introduces the client accordingly. Holds
partners accountable for routine updates and referral follow
- Customer experience management--differentiates the
customer experience through advanced conversation skills. Delivers
customer well being through tailored solutions aligned with
customer needs. Solves customer problems courteously and with
urgency, escalating where necessary. Acts as an advocate for mass
affluent clients and prospects across product, support, operations
or other departments within PNC, identifying trends and unique
needs of the segment.
- Works with branch staff to help them identify mass
affluent 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
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.
Banking Products – Knowledge of and ability to provide products and
services available through the retail banking branch.
Business Acumen – Knowledge, insight, and understanding of business
concepts, tools, and processes that are needed for making sound
decisions in the context of the company's business; ability to
apply this knowledge appropriately to diverse situations.
Customer Experience Management. – Implements the strategies and
techniques used to ensure that customers have a positive experience
with the organization and its products and services at every touch
Digital Awareness – Shares, shows and supports clients on a variety
of technological digital and online tools and resources allowing
them to explore solutions to achieve their financial goals and
financial well-being through the PNC conversation.
Effective Communications – Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Managing Multiple Priorities – Ability to manage multiple
concurrent objectives, projects, groups, or activities, making
effective judgments as to prioritizing and time allocation.
Matrix Management – Ability to build and use effective working
relationships within own department and across department,
functional, and geographic reporting lines.
Prospecting. – Knowledge of prospecting principles, processes and
skills; ability to identify and engage potential customers in the
market. Build relationships and create opportunities. Plan,
strategize and target the right industries. Create value
propositions with impact.
Selling. – Applies knowledge of banking products and services to
meet customer needs and enable them to achieve their financial
goals. Identifies prospecting approaches to identify potential
customers and create opportunities to sell financial solutions and
ideas to customers.
Understanding Customer Needs – Knowledge of and the ability to
recognize and be sensitive to the different perspectives and
priorities of different customers.
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 and experience (including
military service) may be considered.
Additional Job Description
PNC offers employees 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; maternity
and parental leave; paid holidays, vacation days and occasional
absence time; 401(k), pension and stock purchase plans; dependent
care reimbursement account; back-up child/elder care; adoption
assistance; educational assistance and a robust wellness program
with financial incentives. To learn more about these and other
programs, including benefits for part-time employees, visit
pncbenefits.com > New to PNC.
The PNC workplace is inclusive and supportive of
individual needs. If you have a physical or other impairment that
might require an accommodation, including technical assistance with
the PNC Careers website or submission process, please call
Option 4: Recruiting
contact us via email at
The Human Resources Service Center hours of
operation are Monday - Friday 9:00 AM to 5:00 PM
Equal Employment Opportunity
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
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.
Keywords: PNC Financial Services Group, Brick , Relationship Banker - Holmdel, NJ, Other , Holmdel, New Jersey
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