Account Manager - Financial Wellness Solutions - Corporate and Vertical

Position: Account Manager - Financial Wellness Solutions - Large Corporate and Vertical
Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager within PNC's Financial Wellness Solutions organization, you will be based in the Midwest Territory.

PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the evolving needs of businesses and their employees. As an Account Manager, you will be responsible for deepening existing client relationships, driving ongoing engagement, and ensuring successful adoption and growth across our solutions for Large Corporate, Diversified Industries Group (DIG), and Financial Institutions Group (FIG) clients. This role is critical to long-term client satisfaction, retention, and expansion.

In this role, you will work directly with clients to design, implement, and advance financial wellness programs that align with their organizational goals and objectives. You will deliver innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings, using a consultative approach to drive value for clients.

You will grow relationships with new clients while strengthening and expanding partnerships with existing clients, collaborating closely with experienced client services teams and internal partners to support the ongoing growth and retention of your book of business. This role requires regular travel within the assigned territory to support client engagement, relationship management, and business development efforts.

Preferred experience includes deepening and expanding client relationships within professional services, manufacturing, healthcare, wholesale, or general services sectors.

Additional locations within the Midwest Territory may be considered.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

* Under supervision, 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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…