Employee Relationship Manager - Financial Wellness Solutions

PNC Financial Services Group, Inc.; San Francisco (CA); Hybrid; USD 63,000 - 105,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with company match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. in San Francisco, CA, is seeking an Employee Relationship Manager within its Financial Wellness Solutions team.

This role is based in our office and focuses on delivering financial wellness programs to commercial and corporate clients while building strong relationships. You will conduct educational seminars, lead onboarding, and collaborate with partners to expand client portfolios, leveraging money management tools and digital banking resources to improve

Qualifications

• Experience in financial wellness or employee benefits is preferred.
• Strong relationship-building and consultative sales skills.
• Ability to coordinate with cross-functional teams.
• Knowledge of banking products and services is a plus.

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.

Skills

Client Relationship Building

Community Development

Competitive Strategies

Customer Loyalty

Group Problem Solving

Negotiation

New Business Development

Relationship Management

Education

Associates

Job description

## Employee Relationship Manager - Financial Wellness SolutionsApplylocations: CA - San Francisco (94105)time type: Full timeposted on: Posted Yesterdayjob requisition id: R232538# **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 Organization organization, you will be based in San Francisco, CA. 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.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 advanced conversation and presentation 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 a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**Associates## **Certifications**No Required Certification(s)## **Licenses**Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.# **Pay Transparency**Base Salary: $63,000.00 – $105,000.00Salaries 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.# **Application Window**Generally, this opening is expected to be posted for two business days from 08/11/2026, although it may be longer with business discretion.# **Benefits**PNC offers a comprehensive range of benefits to help 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.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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.