Employee Relationship Manager - Financial Wellness Solutions at PNC | Austin | Rezi

Employee Relationship Manager - Financial Wellness Solutions at PNC

Employee Relationship Manager - Financial Wellness Solutions

PNC · Austin

4 weeks ago

Employee Relationship Manager - Financial Wellness Solutions

PNC · Austin

a month ago
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About the Role

As an Employee Relationship Manager within PNC’s Financial Wellness Solutions, you will be primarily based in Austin, TX. This role is designed to improve employee financial wellbeing, strengthen financial awareness, and increase convenience through digital banking. You will work in an outbound sales capacity, facilitating new hire orientations, delivering financial education seminars, and presenting multi-faceted benefits programs to employees within client organizations. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

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.
  • 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 conversation and presentations 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.

Requirements

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
  • 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

  • Client Relationship Building
  • Community Development
  • Competitive Strategies
  • Customer Loyalty
  • Group Problem Solving
  • Negotiation
  • New Business Development
  • Relationship Management
  • Banking Products
  • Business Acumen
  • Customer Experience Management
  • Digital Awareness
  • Effective Communications
  • Flexibility and Adaptability
  • Managing Multiple Priorities
  • Products and Services
  • Selling
  • Understanding Customer Needs

Location

  • Austin, TX

Work Type

  • In-office

Experience Level

  • Typically requires 4+ years of related business or functional experience.

Education Level

  • Associates or equivalent degree
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

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
  • A 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.