Senior Business Development Manager, Financial Wellness

PNC

San Diego (CA)

On-site

USD 84,000 - 156,000

Full time

14 days+
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Job summary

PNC, based in San Diego, CA, seeks a Business Development Manager II to acquire new clients for financial wellness solutions and expand the bank’s share of wallet. You will lead consultative sales, collaborate with client services, and leverage the full range of PNC products to meet client goals.

The role emphasizes growth of revenue and market presence, with responsibility for risk management and maintaining strong client relationships.

Qualifications

  • Experience selling to financial wellness solutions and related services.
  • Ability to develop and drive a program aligned with organizational goals.
  • Experience acquiring new clients and expanding existing relationships.

Responsibilities

  • Focuses on acquiring new clients across financial wellness solutions and growing sales, revenue and market share.
  • Manages origination, financial analysis, negotiation and documentation of non-credit products and services.
  • Identifies and mitigates regulatory, reputational, and operational risks in client engagements.
  • Builds client opportunities by understanding client needs and financial well-being and increasing engagement and loyalty.
  • Leverages internal and external networks to acquire new clients and present full range of PNC products and services.

Skills

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

Education

Bachelor's degree

Job description

PNC, based in San Diego, CA, seeks a Business Development Manager II to acquire new clients for financial wellness solutions and expand the bank’s share of wallet. You will lead consultative sales, collaborate with client services, and leverage the full range of PNC products to meet client goals.

The role emphasizes growth of revenue and market presence, with responsibility for risk management and maintaining strong client relationships.

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