Employee Relationship Manager - Financial Wellness Solutions

PNC•Jacksonville, FL

5d•Onsite

About The Position

At PNC, the Employee Relationship Manager works within Financial Wellness Solutions and is primarily based in Jacksonville, Florida. The role delivers financial wellness solutions and programs to employees of commercial and corporate banking clients and prospects. It helps improve employees’ financial well-being and awareness, and increases convenience through digital banking and money management tools. This outbound sales role facilitates in-person new-hire orientations, delivers financial education seminars, and presents benefits programs at client organizations. The manager acquires and deepens relationships across financial wellness solutions, grows a client portfolio, and supports clients from acquisition through onboarding and ongoing service. The role works with internal and external partners to connect clients with appropriate resources, coordinate referrals, and tailor solutions to workforce needs. The position is based in PNC’s in-office working environment, with customer events held at a variety of external locations. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, as well as related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead 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 considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Skills in client relationship building, community development, competitive strategies, customer loyalty, group problem solving, negotiation, new business development, and relationship management.
Competencies in banking products, business acumen, customer experience management, digital awareness, effective communication, 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 client relationships across applicable financial wellness solutions.
Generate leads proactively, arrange appointments, generate referrals, and acquire consumers.
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.
Collaborate with partners, identify the resources best equipped to meet customer needs, make introductions, and hold partners accountable for updates and referral follow-up.
Create exceptional customer experiences through conversations and presentations at events in external locations.
Provide tailored solutions aligned with customer needs, 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, including support materials, media, and content.
Use tools such as participant surveys and utilization reports to help customize annual plans.
Keep the team informed about services through Edge reports, attend relationship review meetings as needed, and collaborate with partners to update materials.
Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 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.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.