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PNC Financial Services

Provides traditional banking and digital services

Employee Relationship Manager - Financial Wellness Solutions

Full-TimeUpdated on 10/1/2026
No salary listed
Mid
Associate's
Atlanta, GA, USA
In PersonThis is an in-office position.
No H1B Sponsorship

About the job

Requirements
  • An Associates or equivalent degree, or a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
  • Typically requires 4+ years of related business or functional experience.
  • 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.
  • Candidates being considered will be subject to additional background checks required by Consumer Financial Protection Bureau regulations.
  • The position is subject to Section 19 of the Federal Deposit Insurance Act and, for any registered role, the SAFE Act and/or FINRA requirements regarding certain criminal history.
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.
  • Generate consumer acquisition through proactive lead generation, appointments, and referrals.
  • 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 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 where 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 participant surveys, utilization reports, and other data to help customize annual plans.
  • 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 in accordance with PNC's Enterprise Risk Management Framework.
Desired Qualifications
  • Client relationship building.
  • Community development.
  • Competitive strategies.
  • Customer loyalty.
  • Group problem solving.
  • Negotiation.
  • New business development.
  • Relationship management.

About the company

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PNC Financial Services

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PNC Financial Services is a large U.S. bank that provides a wide range of financial services for individuals, small businesses, and large corporations. It offers checking and savings accounts, credit cards, home and auto loans, and retirement planning, plus digital tools such as the PNC Virtual Wallet that combines checking, savings, and budgeting features. The product works by letting customers manage money through traditional banking products and digital tools: deposits and loans generate interest, while fees and investment income add to revenue. Compared with many peers, PNC differentiates itself through its integrated digital wallet platform and a long history of service, plus a strong emphasis on community involvement and corporate responsibility. The company's goal is to help clients reach their financial goals by providing expert advice, reliable service, and support for local communities, employees, and shareholders.

Company Size

10,001+

Company Stage

IPO

Headquarters

Pittsburgh, Pennsylvania

Founded

1845

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 12% to $6.9 billion, driven by loans and fees.
  • PNC lifted 2026 NII guidance to 15%-15.5% after 13% average loan growth.
  • Workplace Advantage and SBL launched in 2026, deepening employer and affluent-client relationships.

What critics are saying

  • FirstBank integration costs hit $127 million in Q2 2026, with conversion risk still live.
  • Visa derivative adjustments stayed negative $85 million in Q2 2026, tied to litigation timing.
  • The 55-branch 2026 rollout and $1.5 billion expansion strain returns if deposits lag.

What makes PNC Financial Services unique

  • PNC spans retail, commercial, wealth, and capital markets across 300+ planned branches.
  • FirstBank added 780,000 customers, 1,620 employees, and Colorado-Arizona density by June 2026.
  • PNC combines virtual wallet digital tools with relationship banking and securities-based lending.

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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%
MarketScreener
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Stepan secures $500M five-year credit facility, up from $450M

Stepan Company has secured a new $500 million five-year credit agreement, replacing its previous $450 million facility and boosting liquidity by $50 million. The specialty chemicals maker announced the deal on 25 September 2026. The new package comprises a $350 million multicurrency revolving credit facility and a $150 million delayed draw term loan, both maturing in September 2031. An expansion option allows Stepan to increase total capacity to $750 million if needed. Interest rates are tied to the company's net leverage ratio, with spreads ranging from 1.125% to 1.625% above benchmark rates. JPMorgan Chase Bank serves as administrative agent, with Bank of America as syndication agent. The agreement includes standard financial covenants and will finance working capital, acquisitions, capital expenditure, and general corporate purposes.

TipRanks
Sep 17th, 2026
Paylocity expands revolving credit facility to $1.75B with PNC Bank

Paylocity has entered into an amended and restated revolving credit agreement establishing a $1.75 billion senior secured facility with PNC Bank and other lenders, replacing a prior 2019 agreement. The facility matures on 17 September 2031 and had $81.25 million outstanding on the effective date. The agreement allows Paylocity to request up to $875 million in additional revolving commitments and up to two one-year maturity extensions, subject to lender approval. Proceeds may be used for working capital, capital expenditures, general corporate purposes, permitted acquisitions, investments, distributions, and share repurchases. The facility is guaranteed by material subsidiaries and secured by substantially all assets of Paylocity and the guarantors. Financial covenants require a maximum net total leverage ratio of 4.0x and a minimum interest coverage ratio of 2.0x.

U.S. Securities and Exchange Commission
Sep 14th, 2026
S-1

As filed with the Securities and Exchange Commission on November 10, 2020.

Kalkine Media
Sep 9th, 2026
Limbach Holdings secures $300M credit facility with PNC Bank, replacing Wintrust agreement

Limbach Holdings announced on 9 September 2026 that its subsidiary, Limbach Facility Services, secured a $300 million credit facility with PNC Bank. The agreement replaces a previous $125 million revolving credit facility with Wheaton Bank & Trust Company. The new facility comprises a $200 million revolving credit facility, a $50 million term loan, and a $50 million delayed draw term loan. It matures on 9 September 2031. Limbach used proceeds from the PNC facility to repay approximately $118.1 million of principal from the terminated Wintrust Credit Agreement. The company may request additional commitments up to $150 million or 100% of consolidated EBITDA, subject to conditions. No early termination penalties or prepayment fees were incurred.