P

PNC Financial Services

Runs a national bank for people and businesses

Employee Relationship Manager - Financial Wellness Solutions

Full-TimeUpdated on 10/21/2026
No salary listed
Mid
Associate's
Indianapolis, IN, USA+1 moreMore locations: Carmel, IN, USA
In Person
Sales & Account ManagementField Sales
No H1B Sponsorship

About the job

Requirements
  • Typically requires an Associate's or equivalent degree and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered in lieu of a degree.
  • Typically requires 4 or more years of related business or functional experience.
  • Candidates must complete additional background checks required by Consumer Financial Protection Bureau regulations.
Responsibilities
  • Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects.
  • Acquire and deepen relationships across applicable financial wellness solutions.
  • Achieve business results through leadership of and productive collaboration with a wide range of partners.
  • Acquire consumers through proactive lead generation, appointments, and referral generation.
  • Deliver a differentiated client experience from acquisition through onboarding and ongoing servicing support.
  • Manage and grow a portfolio of clients by leveraging tools and resources to maximize business results.
  • Work across a broad range of partners, identify the resource or team best equipped to meet customer needs, and introduce the client accordingly.
  • Hold partners accountable for routine updates and referral follow-up.
  • Differentiate the customer experience through conversations and presentations and by creating exceptional experiences at events in a variety of external locations.
  • Deliver customer well-being through tailored solutions aligned with customer needs.
  • Solve customer problems courteously and with urgency, escalating where necessary.
  • Act as an advocate for clients and prospects by identifying workforce trends and unique needs.
  • Influence annual marketing and communication plans based on workforce knowledge and client needs, including support materials, media, and content.
  • Use tools to help customize annual plans, including participant surveys, utilization reports, and other data.
  • Keep the team informed of services via Edge reports and attend relationship review meetings as necessary.
  • Collaborate with internal and external partners to update materials as needed.
  • Assess and effectively manage risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.
Desired Qualifications
  • Preferred skills include client relationship building, community development, competitive strategies, customer loyalty, group problem solving, negotiation, new business development, and relationship management.

About the company

P

PNC Financial Services

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PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company Size

10,001+

Company Stage

IPO

Headquarters

Pittsburgh, Pennsylvania

Founded

1845

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Simplify Jobs

Simplify's Take

What believers are saying

  • Lending income hit a record: interest earned minus deposit costs rose 16% to $4.1 billion in the June 2026 quarter.
  • Expansion creates jobs: in November 2025, PNC set a goal of 300-plus new branches and 2,000-plus hires by 2030.
  • Owning PNC stock has paid: shares rose 19% in the year to October 2026, nearly double JPMorgan's 10%.

What critics are saying

  • Mergers bring cuts: PNC set 777 layoffs, mostly back-office jobs at acquired FirstBank in Colorado, starting June 2026.
  • Expect five office days a week: PNC ended hybrid work in May 2026, calling itself an in-office company.
  • Chase is outbuilding PNC: in February 2026 it planned 160 new branches that year, nearly triple PNC's 55.

What makes PNC Financial Services unique

  • Businesses are its main borrowers: commercial loans made up 72% of PNC's $368 billion loan book in June 2026.
  • It owns a merger adviser: Harris Williams, bought in 2005, helped lift deal fees 80% to $577 million in mid-2026.
  • A Pittsburgh bank leads Denver: buying FirstBank in January 2026 gave PNC 20% of the city's retail deposits, the most.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Company Equity
  • Paid Vacation
  • Paid Sick Leave
  • Wellness Program
  • Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Kalkine Media
Oct 19th, 2026
Enerpac secures $850M credit facility with $300M term loan maturing in 2031

Enerpac Tool Group Corp. has signed a new credit agreement worth $850 million, replacing its 2022 facility. The deal, finalised on October 16, 2026, combines a $550 million revolving credit line and a $300 million term loan, both maturing on October 16, 2031. The Milwaukee-based industrial tools maker will use initial borrowings to repay debt under the old facility and cover fees. The previous deal included a $625 million revolver and a $200 million term loan due September 9, 2027. PNC Bank, National Association is administrative agent. Borrowings start at term SOFR plus 1.125%, with spreads of up to 1.875% depending on Enerpac's net leverage. The company may seek up to $425 million in additional loans. The term loan requires quarterly repayments from March 1, 2028, starting at $0.9375 million.

Yahoo Finance
Oct 19th, 2026
PNC's $2.1B quarterly profit and 3.68% dividend yield come with a credit-quality catch

PNC Financial Services Group (NYSE: PNC) reported third-quarter 2026 net income of $2.1 billion, or $4.97 per diluted share. Net interest income rose to $4.21 billion from $3.65 billion a year earlier, helped by loan growth and better funding conditions. The bank pays an annual dividend of $8 per share, a 3.68% yield, with a payout ratio of 37.44%. Its forward price-to-earnings ratio is 10.68x, below JPMorgan Chase's 13.50x. Credit quality is the main risk. Provisions for credit losses rose to $189 million in the quarter from $167 million, and delinquent loans increased.

Yahoo Finance
Oct 15th, 2026
PNC third-quarter revenue of $6.56B misses estimates, but costs beat at $3.75B

PNC Financial Services Group reported third-quarter revenue of $6.56 billion, just short of the $6.58 billion analysts expected. Costs came in lower than forecast, with non-interest expenses of $3.75 billion against an estimate of $3.77 billion. Net interest income rose 2.4% from the second quarter to $4.21 billion, below the $4.23 billion consensus. Commercial loans grew at the Pittsburgh-based bank, helped by its January acquisition of FirstBank Holding Co. Higher yields on assets were partly offset by higher funding costs. Larger rivals have been more upbeat. JPMorgan Chase expects net interest income to rise 10% next year, and Bank of America forecasts an 8% gain. PNC took a one-time $139 million charge in the second quarter to sell some securities at a loss. Its average investment securities rose 3% to $151.4 billion in the third quarter.

PR Newswire
Oct 15th, 2026
PNC Q3 net income rises to $2.1B as loans and deposits grow, expenses fall

PNC Financial Services Group reported third quarter 2026 net income of $2.1 billion, or $4.97 per diluted share ($5.09 as adjusted). That compares with $2,055 million, or $4.81 per share, in the second quarter. Revenue fell 5% from the second quarter to $6.6 billion, as lower fee income outweighed a 2% rise in net interest income to $4.2 billion. Noninterest expense fell 8% to $3.8 billion. Average loans rose 2% to $372.2 billion, driven by commercial lending. Average deposits grew 1% to $461.2 billion. The board declared a quarterly dividend of $2.00 per share, payable November 5, 2026. PNC returned $1.4 billion to shareholders in the quarter. Chief executive officer Bill Demchak said the bank is "well positioned" and confident in its long-term outlook.

MarketScreener
Oct 13th, 2026
Accelevation secures $650M credit facility, cutting borrowing costs to SOFR plus 1.50%-2.50%

Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.