Employee Relationship Manager - Financial Wellness Solutions

PNC · Jacksonville, FL · 1 wk ago

On-siteFinanceFull-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success.

About the role

As an Employee Relationship Manager within PNC’s Financial Wellness Solutions, you will be primarily based in Jacksonville, FL. This role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. You will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars, and multi-faceted benefits programs to the employee base within our clients’ organizations.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

Deliver financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects.
Acquire and deepen relationships across all applicable financial wellness solutions.
Achieve business results through leadership and productive collaboration with a wide range of partners.
Drive consumer acquisition 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 by leveraging tools and resources to maximize business results.
Work across a broad range of partners to identify the best resources to meet customer needs and introduce clients accordingly.
Hold partners accountable for routine updates and referral follow-up.
Differentiate the customer experience through conversation, presentation skills, and by creating exceptional experiences at events in various external locations.
Deliver customer wellbeing through tailored solutions aligned with customer needs.
Solve customer problems courteously and with urgency, escalating where necessary.
Act as an advocate for clients and prospects, identifying trends and unique needs of the workforce.
Influence annual marketing and communication plans based on workforce knowledge and/or client needs, including all support materials, media, and content.
Leverage tools to help customize annual plans, including participant surveys, utilization reports, and other data.
Keep your team informed of services via Edge reports and attend relationship review meetings as necessary.
Collaborate with internal/external partners to update materials as needed.

PNC employees are expected to be customer-focused, knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information in creating customized customer solutions. Employees must also assess and effectively manage all risks associated with their business objectives to ensure adherence to PNC’s Enterprise Risk Management Framework.

Qualifications

4+ years of related business or functional experience.
Associate’s degree or equivalent work experience, including military service, or a comparable combination of education, job-specific certification(s), and experience.

Skills

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

Benefits

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.
Paid time off, including:
- Maternity and/or parental leave.
- Up to 11 paid holidays each year.
- 9 occasional absence days each year, unless otherwise required by law.
- Between 15 to 25 vacation days each year, depending on career level and years of service.