Employee Relationship Manager - Financial Wellness Solutions

PNC•Austin, TX

3d•Onsite

About The Position

The Employee Relationship Manager within PNC's Financial Wellness Solutions organization is based in Austin, Texas, and delivers financial wellness solutions and programs to employees of commercial and corporate banking clients and prospects. The role is designed to improve employee financial wellbeing and awareness and increase convenience through digital banking and money-management tools. This outbound sales role facilitates in-person new-hire orientations, delivers financial education seminars, and presents multifaceted benefits programs to employees at client organizations. The manager acquires and deepens relationships across applicable financial wellness solutions, grows a client portfolio, and supports clients through acquisition, onboarding, and ongoing service. The position works across internal and external partners to address client needs and deliver a differentiated experience at events in a variety of external locations. PNC describes itself as an in-office company. The role requires customer focus and effective risk management in alignment with PNC's Enterprise Risk Management Framework. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, plus 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.
Typically requires 4 or more years of related business or functional experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Client relationship building
Community development
Competitive strategies
Customer loyalty
Group problem solving
Negotiation
New business development
Relationship management
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

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 acquisitions 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 using available tools and resources to maximize business results.
Facilitate in-person new-hire orientations and deliver financial education seminars and benefits programs.
Collaborate with partners, identify resources best equipped to meet customer needs, make introductions, and hold partners accountable for routine updates and referral follow-up.
Create exceptional customer experiences through conversations, presentations, and events at external locations; provide tailored solutions, resolve problems courteously and urgently, and escalate 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, using support materials, media, content, surveys, utilization reports, and other data as appropriate.
Keep the team informed about services through Edge reports and attend relationship review meetings as needed.
Collaborate with internal and external partners to update materials as needed.
Focus on customer needs and satisfaction when making business decisions and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
Wellness program with financial incentives
Maternity and/or parental leave, depending on eligibility
Up to 11 paid holidays each year, depending on eligibility
9 occasional absence days each year, unless otherwise required by law, depending on eligibility
15 to 25 vacation days each year depending on career level and years of service, depending on eligibility