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PNC Financial Services

Runs a national bank for people and businesses

Business Development Officer 3 - Financial Wellness Solutions

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timePittsburgh, PA, USA

About the Job

Requirements

  • The role typically requires a university or college degree and 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Preferred skills include account management, asset allocation, capital management, credit risk analysis, equity valuations, investment banking, and sales.
  • The role requires knowledge of customer-focused practices and the ability to create customized customer solutions.
  • The role requires assessing and managing risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.

Responsibilities

  • Manage internal and external relationships, including community and industry relationships, to acquire new client relationships or expand existing ones; cultivate referrals and leads, generate interest, and collaborate with partners to close sales.
  • Engage with management and partners to establish and execute activities, tactics, and strategies for generating, identifying, and pursuing opportunities and closing sales; provide management with insight on industry trends, best practices, and product needs.
  • Lead meetings to educate partners and position the value of Retail capabilities.
  • Assess new business opportunities consistently, including completing book-of-business reviews, responding to inquiries and requests for proposals, and maintaining territory or focus lists; drive team-member accountability and participation.
  • Maintain timely, accurate, and complete sales administration tasks as determined by the business.
  • Train, coach, or mentor new team members as needed.
  • Develop and expand national broker and consultant partnerships for PNC health and benefit accounts and broader Financial Wellness Solutions.
  • Build and deepen relationships with key firms and industry influencers to expand market presence, increase awareness, generate referrals, and create new business opportunities.
  • Cultivate broker and consultant relationships by connecting internal expertise, capabilities, and resources to strengthen engagement and position Financial Wellness Solutions as a valued partner.
  • Maintain industry perspective and market insight, including awareness of emerging trends, evolving client needs, and relevant policy developments; translate insights into opportunities to influence solution strategy, improve client and partner experience, and identify growth opportunities.
  • Help establish a scalable national broker and consultant network that supports referrals, pipeline, and long-term growth.

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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