Account Manager - Financial Wellness Solutions

PNC • Raleigh, NC

9d • Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based in Charlotte, NC or Raleigh, NC. PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the needs of businesses and their employees. As an Account Manager, you will work directly with clients to design, implement, and advance financial wellness programs that align with their organizational goals and objectives. In this role, you will provide innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings. You will use a consultative approach to grow relationships with new clients while strengthening and expanding partnerships with existing clients. You will also collaborate closely with experienced client services teams and internal partners to support the growth and retention of your book of business. Preferred experience includes deepening and expanding client relationships within one or more of the following sectors: professional services, manufacturing, healthcare, wholesale, or general services. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• University / college degree, with 3+ years of relevant / direct industry experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Bachelors
• No Required Certification(s)
• No Required License(s)

Nice To Haves

• Deepening and expanding client relationships within one or more of the following sectors: professional services, manufacturing, healthcare, wholesale, or general services.
• Account Management
• Client Counseling
• Competitive Advantages
• Go-to-Market Strategies
• Influencing Skills
• Negotiation
• Relationship Building
• Sales Operations
• Customer Relationship Management Applications
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Negotiating
• Problem Management Process

Responsibilities

• Under supervision, responsible for developing and maintaining assigned long-term client relationships.
• Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units.
• May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
• Serves as point of contact for client matters.
• May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship.
• Leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
• Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed.
• May work with in-house counsel and clients on contract negotiations.
• Review of the servicing agreements to ensure contract terms meet servicing guidelines.
• Participates in the analysis, assessment and documentation of client requirements.
• Forecasts and tracks key account metrics.
• May identify customization needs, and work with service partners to decision/implement.
• Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues.
• Serves as an escalation point for high severity requests or issues.
• Works towards finding the best solution to maintain a positive client relationship.
• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Benefits

• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level; and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level