Account Manager - Financial Wellness Solutions

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 and fostering an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.

As an Account Manager within PNC's Affiliated Banking – Financial Wellness Solutions organization, you will be based in Dallas/Fort Worth, TX or Denver, CO. PNC Financial Wellness Solutions offers a comprehensive suite of services designed to support the needs of businesses and their employees. 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 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, collaborating closely with experienced client services teams and internal partners to support the growth and retention of your book of business.

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, reviewing agreements to ensure contract terms meet servicing guidelines. Participants 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 decide/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, working towards finding the best solution to maintain a positive client relationship.

Preferred experience includes deepening and expanding client relationships within one or more of the following sectors: professional services, manufacturing, healthcare, wholesale, or general services.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.

• 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
• Problem Management Process

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. 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.

Base Salary: $63,750.00 – $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

• Medical/prescription drug coverage (with a Health Savings Account feature)
• Dental and vision options
• Employee and spouse/child…