Employee Relationship Manager – Financial Wellness Solutions

Role Overview

• 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

• 4+ years of related business or functional experience
• Associates or equivalent degree
• Client Relationship Building
• Community Development
• Competitive Strategies
• Customer Loyalty
• Group Problem Solving
• Negotiation
• New Business Development
• Relationship Management Competencies
• Banking Products
• Business Acumen
• Customer Experience Management
• Digital Awareness
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Products and Services
• Selling
• Understanding Customer Needs

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.