Account Manager - Financial Wellness Solutions at PNC | Austin, Texas, United States | Rezi

Account Manager - Financial Wellness Solutions at PNC

Account Manager - Financial Wellness Solutions

PNC · Austin, Texas, United States

1 months ago

Account Manager - Financial Wellness Solutions

PNC · Austin, Texas, United States

2 months ago
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About the Role

As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will work directly with clients to design, implement, and advance financial wellness programs. You will provide innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings. You will use a consultative approach to grow relationships with new clients while strengthening and expanding partnerships with existing clients. You will also collaborate closely with experienced client services teams and internal partners to support the growth and retention of your book of business.

Responsibilities

  • Developing and maintaining assigned long-term client relationships.
  • Providing sales or consultative support to clients and serving as the liaison between clients and operational servicing units.
  • Participating in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
  • Serving as point of contact for client matters.
  • Identifying and developing new servicing opportunities with existing clients to build and maintain a long-lasting relationship.
  • Leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
  • Negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed.
  • Working with in-house counsel and clients on contract negotiations.
  • Reviewing servicing agreements to ensure contract terms meet servicing guidelines.
  • Analyzing, assessing and documenting client requirements.
  • Forecasting and tracking key account metrics.
  • Identifying customization needs, and working with service partners to decision/implement.
  • Managing processes outlined in the contract and partnering to resolve challenges regarding implementation and production issues.
  • Serving as an escalation point for high severity requests or issues.
  • Working towards finding the best solution to maintain a positive client relationship.

Requirements

  • Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • 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.

Skills

  • Account Management
  • Client Counseling
  • Competitive Advantages
  • Go-to-Market Strategies
  • Influencing Skills
  • Negotiation
  • Relationship Building
  • Sales Operations
  • Customer Relationship Management Applications
  • Customer Support Policies, Standards and Procedures
  • Decision Making and Critical Thinking
  • Effective Communications
  • Flexibility and Adaptability
  • Managing Multiple Priorities
  • Negotiating
  • Problem Management Process

Location

  • San Antonio, TX
  • Austin, TX
  • Phoenix, AZ

Work Type

  • In-office

Experience Level

  • 3+ years of relevant / direct industry experience

Education Level

  • Bachelors

Benefits

  • 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
  • Robust wellness program with financial incentives
  • 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

About the Company

  • For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders.
  • We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.
  • Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
  • Being a great place to work means we are making a lasting difference for everyone we serve.

Equal Opportunity

  • 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.
  • If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com.
  • 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.
  • 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.