Account Manager II Financial Wellness Solutions
Chicago, IL - USA
Job Summary
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.
- 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 PNCs Enterprise Risk Management Framework.
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.
To learn more about these and other programs including benefits for full time and part-time employees visit.
If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.
Required Experience:
IC