Relationship Banker (MLO)
Company: PNC Financial Services Group
Posted on: September 10, 2019
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
(MLO) within PNC's Retail Banking - Branch Banking organization,
you will be based in Tenafly, NJ.
- 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 results.
- 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
- Subject matter expert and resource for branch staff - works
with branch staff to help them identify mass affluent opportunity
and create referrals. Works closely with the Branch Manager and
Business Banker to follow up on independent opportunities to expand
share of wallet with business clients.
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
CompetenciesBanking Products - Knowledge of and ability to provide
products and services available through the retail banking
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
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.
Tech Savvy - Advise, educate and engage clients on a variety of
technological tools and resources allowing them to explore
solutions to achieve their goals and financial well being.Pursues
opportunities for continuous learning to obtain knowledge and build
on ability to use technology tools, such as mobile tools and
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
Disability Accommodations Statement
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 877-968-7762 and select
Option 4: Recruiting or contact us via email at
firstname.lastname@example.org.The Human Resources Service Center hours of
operation are Monday - Friday 9:00 AM to 5:00 PM ET.
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.
Keywords: PNC Financial Services Group, Tenafly , Relationship Banker (MLO), Other , Tenafly, New Jersey
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