Account Manager II - Financial Wellness Solutions

PNC; Chicago (IL); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (H

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. is seeking an Account Manager II within the Financial Wellness Solutions organization, based in the Midwest Territory.

You will deepen existing client relationships, drive engagement, and ensure adoption and growth of our financial wellness solutions for large corporate and institutional clients. You will travel within the territory to support client engagement and work with internal partners to grow and retain your book of business.

Qualifications

• 3+ years of relevant/direct industry experience.
• Experience in account management or client services preferred.
• Willingness to travel within territory.

Responsibilities

• Develop and maintain long-term client relationships.
• Provide sales or consultative support and liaise between clients and servicing units.
• Negotiate servicing agreements and review contract terms for clients.

Skills

Account Management

Client Counseling

Negotiation

Relationship Building

Education

Bachelor's degree

Tools

CRM systems

Job description

Position Overview

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. As an Account Manager II within PNC's Financial Wellness Solutions organization, you will be based in the Midwest Territory. PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the evolving needs of businesses and their employees. As an Account Manager, you will be responsible for deepening existing client relationships, driving ongoing engagement, and ensuring successful adoption and growth across our solutions for Large Corporate, Diversified Industries Group (DIG), and Financial Institutions Group (FIG) clients. This role is critical to long-term client satisfaction, retention, and expansion. In this role, you will work directly with clients to design, implement, and advance financial wellness programs that align with their organizational goals and objectives. You will deliver innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings, using a consultative approach to drive value for clients. You will grow relationships with new clients while strengthening and expanding partnerships with existing clients, collaborating closely with experienced client services teams and internal partners to support the ongoing growth and retention of your book of business. This role requires regular travel within the assigned territory to support client engagement, relationship management, and business development efforts. Preferred experience includes deepening and expanding client relationships within professional services, manufacturing, healthcare, wholesale, or general services sectors. Additional locations within the Midwest Territory may be considered. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Under supervision, responsible for developing and maintaining assigned long‑term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients. Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long‑lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in‑house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines. Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement. Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused – Knowledgeable of the 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. Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensure needed to be successful in this position. Preferred Skills Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process 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 Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments.

Pay Transparency

Base Salary: $76,500.00 – $127,500.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

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

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

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), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.

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