Financial Wellness Relationship Manager

PNC; Frederick (MD); On-site; USD 45,000 - 76,000; Full time

Job summary

PNC in Frederick, MD is seeking an Employee Relationship Manager to join its Financial Wellness Solutions organization. Based in Frederick, you will drive outbound sales efforts, lead in-person new hire orientations, and deliver financial education seminars and benefit programs for client employees.

You will work with diverse teams to tailor solutions, build strong client relationships, and support onboarding through ongoing servicing.

Qualifications

• Associates degree and related experience or product knowledge.
• Typically 4+ years of related business or functional experience.
• No required certifications.

Responsibilities

• Deliver financial wellness solutions to workforce of commercial and corporate banking clients and prospects.
• Acquire and deepen relationships across available financial wellness solutions.
• Lead and collaborate with partners to achieve business results and timely referrals.
• Provide consumer acquisition through proactive lead generation, appointments and referrals.
• Deliver tailored client experiences from onboarding through ongoing servicing.
• Manage and grow a portfolio of clients leveraging tools and resources to maximize results.
• Coordinate with internal/external partners to update materials and plans as needed.

Skills

Client Relationship Building

Community Development

Competitive Strategies

Customer Loyalty

Group Problem Solving

Negotiation

New Business Development

Relationship Management

Education

Associates

Job description

PNC in Frederick, MD is seeking an Employee Relationship Manager to join its Financial Wellness Solutions organization. Based in Frederick, you will drive outbound sales efforts, lead in-person new hire orientations, and deliver financial education seminars and benefit programs for client employees.

You will work with diverse teams to tailor solutions, build strong client relationships, and support onboarding through ongoing servicing.