Employee Relationship Manager - Financial Wellness Solutions

PNC Bank•Huntsville, AL

1d•Onsite

About The Position

As an Employee Relationship Manager in PNC’s Financial Wellness Solutions organization, you will be based in Governors Drive, Alabama. The role delivers financial wellness solutions to employees of commercial and corporate banking clients and prospects, helping improve financial wellbeing and awareness and increasing convenience through digital banking and money management tools. It is an outbound sales role that includes facilitating in-person new-hire orientations, delivering financial education seminars, and presenting benefits programs at client organizations. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. The manager acquires and deepens client relationships across applicable financial wellness solutions, generates consumer leads and referrals, and manages and grows a client portfolio. The role coordinates with internal and external partners to deliver tailored solutions, onboarding, servicing support, and a differentiated customer experience. It also uses knowledge of client workforces to inform marketing and communication plans and advocates for clients and prospects by identifying trends and unique needs. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates being considered are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

Typically requires 4 or more years of related business or functional experience.
Typically requires an associate degree or equivalent, along with 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.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Customer-focused approach that prioritizes customer needs and satisfaction and supports customized solutions.
Ability to assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.
No certification is required.

Nice To Haves

Client relationship building
Community development
Competitive strategies
Customer loyalty
Group problem solving
Negotiation
New business development
Relationship management
Banking products
Business acumen
Customer experience management
Digital awareness
Effective communications
Flexibility and adaptability
Managing multiple priorities
Products and services
Selling
Understanding customer needs

Responsibilities

Deliver financial wellness solutions and programs to employees of commercial and corporate banking clients and prospects.
Acquire and deepen relationships across applicable financial wellness solutions.
Achieve business results through leadership and productive collaboration with a broad range of partners.
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.
Identify the partner or team 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 held at 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 supporting materials, media, and content.
Use tools such as participant surveys and utilization reports to customize annual plans when 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.

Benefits

Medical and 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 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
Up to 11 paid holidays each year
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