Employee Relationship Manager - Financial Wellness Solutions

PNC; Mishawaka (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

PNC in Mishawaka, IN is seeking an Employee Relationship Manager to deliver financial wellness solutions to commercial and corporate banking clients. The role focuses on acquiring and deepening relationships, leading with outbound sales, and delivering education seminars and benefit programs to employee bases.

Strong communication and relationship management skills are essential as you collaborate with partners to tailor solutions, manage a portfolio, and support clients from onboarding through

Qualifications

• 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.
• Typically requires 4+ years of related business or functional experience.

Responsibilities

• Responsible for the delivery of financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects.
• Responsible for acquiring and deepening relationships across all applicable financial wellness solutions.
• Achieves business results through leadership of and productive collaboration with a wide range of partners.
• Responsible for consumer acquisition through proactive lead generation, appointments and referral generation.
• Delivers a differentiated client experience from acquisition through onboarding and ongoing servicing support.
• Responsible for managing and growing a portfolio of clients by leveraging tools and resources to maximize business results.
• Works across a broad range of partners, identifies the resource or team of resources best equipped to meet customer needs.

Skills

Client Relationship Building

Community Development

Competitive Strategies

Customer Loyalty

Group Problem Solving

Negotiation

New Business Development

Relationship Management

Education

Associates 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 an Employee Relationship Manager, within PNC's Financial Wellness Solutions, you will be primarily based in Mishawaka, IN.

PNC's Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Employee Relationship Manager role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As an Employee Relationship Manager 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.

Bilingual strongly preferred.

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

Responsible for the delivery of financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects. Responsible for acquiring and deepening relationships across all applicable financial wellness solutions. Achieves business results through leadership of and productive collaboration with a wide range of partners. Responsible for consumer acquisition through proactive lead generation, appointments and referral generation. Delivers a differentiated client experience from acquisition through onboarding and ongoing servicing support.

Responsible for managing and growing a portfolio of clients by leveraging tools and resources to maximize business results.

Works across a broad range of partners, Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up.

Customer experience management--differentiates the customer experience through conversation and presentations skills and by creating exceptional experiences at events in a variety of external locations. Delivers customer well being through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects identifying trends and unique needs of the workforce.

Influences annual marketing and communication plans based on workforce knowledge and/or client needs, including all support materials, media and content. May leverage tools to help customize annual plans including, but not limited to, participant surveys, utilization reports, and other data.

Responsible for keeping your team informed of services via Edge reports and attending relationship review meetings as necessary. May collaborate with internal/external partners to update materials as needed.

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/licensures needed to be successful in this position.

Preferred Skills

• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management

Competencies

• Banking Products
• Business Acumen
• Customer Experience Management.
• Digital Awareness
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Products and Services
• Selling.
• Understanding Customer Needs

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combin