Business Development Manager - Financial Wellness Solutions

PNC • San Jose, CA

4d • $60,500 - $127,400 • 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 a Business Development Manager, within PNC’s Financial Wellness Solutions, you will be primarily based in Walnut Creek, CA, San Francisco, CA or San Jose, CA. PNC Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Business Development Manager, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with 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 employ a consultative based sales approach to acquire new business relationships. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business. Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, 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. Job Description Focuses on acquiring new clients across financial wellness solutions. Emphasis is on growing sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Certifications are often desired.

Nice To Haves

• Book Of Business
• Client Relationship Building
• Credit
• Credit Products
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Responsibilities

• Focuses on acquiring new clients across financial wellness solutions.
• Emphasis is on growing sales, revenue and market share with relevant sales goals.
• Typically works with clients with basic levels of risk and complexity of needs.
• Generally works with higher degree of supervision.
• With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
• Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
• Manages risk/return and drives quality for new and/or existing clients.
• Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
• Focuses on increasing client engagement and loyalty.
• Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
• Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services.
• Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
• As defined with the business, demonstrates ability to analyze, evaluate and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees