Employee Relationship Manager - Financial Wellness Solutions

PNC; San Francisco (CA); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Stock purchase plan

Job summary

PNC in San Francisco seeks an Employee Relationship Manager to drive financial wellness programs for corporate clients. You will lead outbound outreach, deliver education seminars, and support benefits programs across our client workforce.

This in-office role emphasizes building trusted relationships, coordinating with partners, and tailoring solutions to workforce needs while maintaining exceptional customer experiences.

Qualifications

• University degree with <1 year professional experience or equivalent combination of education and experience.

Responsibilities

• Deliver financial wellness solutions to commercial banking clients.
• Acquire and deepen relationships across wellness offerings.
• Coordinate with partners and drive referrals.
• Provide high-touch customer experience from onboarding to ongoing servicing.

Skills

Client Relationship Building

Negotiation

New Business Development

Relationship Management

Education

Associates

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 Organization organization, you will be based in San Francisco, CA.

R232538

Job Profile

Position Overview

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 – $105,000.00

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.

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.

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.