Business Development Manager II - Financial Wellness Solutions

PNC

Dallas (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Dental and vision options
Life insurance (employee and spouse/孩子
Disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement
Paid holidays and vacation days
Educational assistance

Job summary

PNC is seeking a Business Development Manager II in Dallas to lead the development and execution of a financial wellness program for business clients. You will work directly with clients to align health and benefit accounts, student debt solutions, earned wage access and other offerings, while collaborating with client services teams to grow the book of business.

The role emphasizes a consultative sales approach, building relationships across industries such as professional services,

Qualifications

  • Roles at this level typically require a university/college degree with 5+ years of industry-relevant experience. Certifications may be required and a combination of education and experience may be considered in lieu of a degree.

Responsibilities

  • Focuses on acquiring new clients across financial wellness solutions; grow sales, revenue and market share with defined goals.
  • Manages origination, financial analysis, negotiation and documentation of non-credit products and services.
  • Mitigates risks including regulatory, reputational, and operational risks while expanding client relationships.
  • Builds a strong network of internal/external relationships to bring the full bank offering to the client.
  • Leverages reporting and sales tools to identify and convert opportunities and expand the book of business.

Education

Bachelor's Degree

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 a Business Development Manager II within PNC's Financial Wellness Solutions organization, you will be based in Dallas, TX.

R232919

Job Profile

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 a Business Development Manager II within PNC's Financial Wellness Solutions organization, you will be based in Dallas, TX.

PNC Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Business Development Manager, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives.

In this role, you will provide innovative solutions including health and benefit accounts, student debt solutions, earned wage access and other financial wellness offerings. You will employ a consultative based sales approach to acquire new business relationships. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business.

Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.

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

  • Focuses on acquiring new clients across financial wellness solutions. Emphasis is on growing sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
  • Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
  • Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
  • Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

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

Preferred Skills Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

Competencies Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy

Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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)

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
  • 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
  • years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement 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. 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.

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