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Client Relationship Specialist

2 months ago

Boca Raton, Florida, United States PNC Financial Services Group Full time
Job Overview

Position Summary

At PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial industry. We are committed to creating a collaborative and inclusive environment where every team member feels appreciated and empowered to contribute to our collective achievements. As a Client Relationship Specialist within our Small Business Banking division, you will play a crucial role in enhancing client satisfaction and driving business growth.

Key Responsibilities
  • Manage client relationships effectively, focusing on both new and existing accounts to boost sales, revenue, and market presence while achieving specific sales targets. Typically, this role involves working with clients who have straightforward needs and moderate risk profiles, under close supervision.
  • With guidance, develop and maintain client relationships to enhance revenue generation and increase market share. This includes the origination, financial assessment, negotiation, and documentation of both credit and non-credit offerings.
  • Assess and manage risk/return profiles for new and existing clients, proactively identifying and addressing various risk factors, including regulatory, reputational, operational, and credit risks.
  • Engage with clients by providing tailored insights and solutions that align with their financial objectives, aiming to enhance client loyalty and engagement.
  • Establish a robust network of internal and external contacts, including community and industry connections, to attract new clients and expand existing relationships, thereby improving the overall client experience. Strive to present the full spectrum of PNC's offerings to clients.
  • Demonstrate the ability to analyze and mitigate credit risk by applying knowledge of credit principles and internal policies as defined by the business.

At PNC, we take pride in our reputation and expect our employees to embody the following values:

  • Customer Centricity - Understand and prioritize customer needs and satisfaction in all business decisions, leveraging this knowledge to create tailored solutions.
  • Risk Management - Evaluate and manage all risks associated with business objectives to ensure compliance with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates will exhibit the necessary knowledge, skills, and competencies for this role. Below are the preferred qualifications:

Preferred SkillsClient Management, Business Development, Credit Analysis, Customer Engagement, Decision-Making, Financial Assessment, Sales Opportunity Identification.CompetenciesBusiness Insight, Client Relationship Management, Customer Experience, Critical Thinking, Effective Communication, Sales Skills, Technological Proficiency.ExperienceTypically requires a university degree and 3+ years of relevant industry experience. Certifications may be preferred. In lieu of a degree, a combination of education, relevant certifications, and experience may be considered.EducationBachelor's DegreeCertificationsNo specific certifications required.LicensesNo specific licenses required.BenefitsPNC offers a comprehensive benefits package to support your needs now and in the future. Full-time employees may be eligible for medical and prescription coverage, dental and vision options, life insurance, disability protection, retirement plans, and various paid time off options, including holidays and vacation days.

To learn more about our benefits and programs, please visit our website.

Disability Accommodations Statement

If you require accommodations during the application process, please reach out to us. We are committed to fostering an inclusive and accessible workplace.

Equal Employment Opportunity (EEO)

PNC is an equal opportunity employer, providing fair employment opportunities to all qualified individuals.