Account Manager – Financial Wellness Solutions

Responsibilities

• responsible for developing and maintaining assigned long-term client relationships
• Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units
• May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients
• Serves as point of contact for client matters
• May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship
• This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities
• Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed
• May work with in-house counsel and clients on contract negotiations
• This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines
• Participates in the analysis, assessment and documentation of client requirements
• Forecasts and tracks key account metrics
• May identify customization needs, and work with service partners to decision/implement
• Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues
• Serves as an escalation point for high severity requests or issues
• Works towards finding the best solution to maintain a positive client relationship

• 3+ years of relevant / direct industry experience
• Preferred
  
  Skills:
  
  Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
• Competencies:
  
  Account Management, 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
• Roles at this level typically require a university / college degree
• Certifications are often desired
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

• Account Management
• Client Counseling
• Negotiation
• Sales Operations
• Go-to-Market Strategies
• Competitive Advantages
• Customer Relationship Management Applications
• Problem Management Process
• Decision Making
• Critical Thinking

• Effective Communications
• Flexibility
• Adaptability
• Managing Multiple Priorities
• Relationship Building
• Influencing Skills