Business Development Manager - Financial Wellness Solutions
About the role
As a Business Development Manager within PNC's Financial Wellness Solutions organization, you will be primarily based in Houston, TX. You will work directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives.
Responsibilities
- Focuses on acquiring new clients across financial wellness solutions.
- Emphasizes on growing sales, revenue, and market share with relevant sales goals.
- Works with clients with basic levels of risk and complexity of needs.
- Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
- Manages risk/return and drives quality for new and/or existing clients.
- Identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
- 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.
- Presents the full range of PNC's products and services to bring the entire bank to the client.
- Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
- Demonstrates ability to analyze, evaluate, and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning.
Requirements
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Qualifications
- Book of Business
- Client Relationship Building
- Credit Processes
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
Skills
- Business Acumen
- Client Relationship Management
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Prospecting
- Selling
- Tech Savvy
Work Experience
Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
Education
Bachelor's Degree
Preferred Skills
- Book of Business
- Client Relationship Building
- Credit Processes
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
Benefits
PNC offers a comprehensive range of benefits to 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
Disability Accommodations
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.
Equal Employment Opportunity
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA).