Employee Relationship Manager - Financial Wellness Solutions

PNC Bank•Austin, TX

1d•Onsite

About The Position

The Employee Relationship Manager within PNC’s Financial Wellness Solutions organization is based in Austin, Texas. The role delivers financial wellness solutions and programs 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. This is an outbound sales role that includes conducting in-person new-hire orientations, delivering financial education seminars, and presenting benefits programs at client organizations. The manager acquires and deepens relationships across financial wellness solutions, generates leads and referrals, manages and grows a client portfolio, and supports clients from acquisition through onboarding and ongoing service. The role collaborates with internal and external partners to meet customer needs, deliver tailored solutions, resolve issues, and shape annual marketing and communication plans using workforce knowledge and available data. The position is based in PNC’s in-office work culture. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. Candidates considered for the position 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 instead of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
No required certification.
No required or preferred language assessments.

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
Knowledge of products and services
Selling
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.
Collaborate productively with a wide range of partners to achieve business results.
Acquire consumers through proactive lead generation, appointments, and referral generation.
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 and introduce clients accordingly.
Hold partners accountable for routine updates and referral follow-up.
Differentiate the customer experience through conversations, presentations, and exceptional events at a variety of external locations.
Deliver customer wellbeing through tailored solutions aligned with customer needs.
Resolve customer problems courteously and urgently, escalating 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 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.
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, 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