Account Manager II - Financial Wellness Solutions

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.

Responsibilities

Deepening existing client relationships, driving ongoing engagement, and ensuring successful adoption and growth across PNC's solutions for Large Corporate, Diversified Industries Group (DIG), and Financial Institutions Group (FIG) clients; Working directly with clients to design, implement, and advance financial wellness programs that align with their organizational goals and objectives; Delivering innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings; Growing relationships with new clients while strengthening and expanding partnerships with existing clients; Collaborating closely with experienced client services teams and internal partners to support ongoing growth and retention of book of business; Traveling regularly within the assigned territory to support client engagement, relationship management, and business development efforts; Developing and maintaining assigned long-term client relationships; Providing sales or consultative support to clients and serving as the liaison between clients and operational servicing units; Participating in pricing and resource discussions and in developing the scope of service provided to existing and potential clients; Serving as point of contact for client matters; Identifying and developing new servicing opportunities with existing clients; Negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed; Reviewing servicing agreements to ensure contract terms meet servicing guidelines; Participating in the analysis, assessment and documentation of client requirements; Forecasting and tracking key account metrics; Identifying customization needs and working with service partners to decision/implement; Managing processes outlined in the contract and resolving implementation and production issues; Serving as an escalation point for high severity requests or issues

Requirements

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, 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; Bachelors

Nice to have

Account Management; Client Counseling; Competitive Advantages; Go-to-Market Strategies; Influencing Skills; Negotiation; Relationship Building; Sales Operations; Deepening and expanding client relationships within professional services, manufacturing, healthcare, wholesale, or general services sectors

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; robust wellness program with financial incentives; maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; between 15 to 25 vacation days each year, depending on career level and years of service