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PNC Financial Services

Runs a national bank for people and businesses

Employee Relationship Manager - Financial Wellness Solutions

Field SalesConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Typically requires 4 or more years of related business or functional experience.
  • Typically requires an Associate degree or equivalent, as well as 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.
  • Candidates must pass additional background checks as required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Deliver financial wellness solutions and programs to the workforces of commercial and corporate banking clients and prospects.
  • Acquire and deepen relationships across applicable financial wellness solutions.
  • Achieve business results through leadership 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 urgently, escalating when necessary.
  • 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 such as participant surveys and utilization reports to help customize annual plans.
  • Keep the team informed of services through Edge reports and attend relationship review meetings as needed.
  • Collaborate with internal and external partners to update materials as needed.

Desired Qualifications

  • Client relationship building, community development, competitive strategies, customer loyalty, group problem solving, negotiation, new business development, and relationship management are preferred skills.
  • Knowledge of banking products, business acumen, customer experience management, digital awareness, effective communications, flexibility and adaptability, managing multiple priorities, products and services, selling, and understanding customer needs.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

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, PA
Founded
1845

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